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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 | $15,888 | $150,446-89.4% | $136,297-88.3% | $147,585-89.2% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 15.46% | 1049.14%-1033.7pp | 5156.19%-5140.7pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,356 | $6,631-64.5% | $6,247-62.3% | $5,439-56.7% |
| Admin fee / account holder | $34 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |