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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 | $5,283 | $144,130-96.3% | $117,861-95.5% | $147,586-96.4% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.7%-26.3pp | 82.8%-29.5pp |
| Annual return | 62.03% | 531.20%-469.2pp | 335.11%-273.1pp | 578.59%-516.6pp |
| Employer contribution / active EE | $200 | $4,897-95.9% | $3,786-94.7% | $4,876-95.9% |
| Participant deferral / active EE | $2,177 | $5,316-59.1% | $4,482-51.4% | $5,439-60.0% |
| Admin fee / account holder | $15 | $10,887-99.9% | $8,021-99.8% | $10,886-99.9% |