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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 | $12,189 | $202,342-94.0% | $172,752-92.9% | $152,897-92.0% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 32.93% | 1029.83%-996.9pp | 802.97%-770.0pp | 345.43%-312.5pp |
| Employer contribution / active EE | $541 | $5,858-90.8% | $5,144-89.5% | $4,764-88.6% |
| Participant deferral / active EE | $3,646 | $5,948-38.7% | $5,198-29.9% | $5,851-37.7% |
| Admin fee / account holder | $100 | $17,111-99.4% | $13,955-99.3% | $11,599-99.1% |