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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 | $24,505 | $202,342-87.9% | $172,752-85.8% | $152,897-84.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 28.44% | 1029.83%-1001.4pp | 802.97%-774.5pp | 345.43%-317.0pp |
| Employer contribution / active EE | $1,126 | $5,858-80.8% | $5,144-78.1% | $4,764-76.4% |
| Participant deferral / active EE | $3,860 | $5,948-35.1% | $5,198-25.7% | $5,851-34.0% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |