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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,318 | $209,422-96.5% | $178,503-95.9% | $158,982-95.4% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 26.01% | 188.81%-162.8pp | 151.12%-125.1pp | 302.99%-277.0pp |
| Employer contribution / active EE | $729 | $5,707-87.2% | $5,011-85.4% | $4,763-84.7% |
| Participant deferral / active EE | $2,018 | $5,955-66.1% | $5,202-61.2% | $5,983-66.3% |
| Admin fee / account holder | $21 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |