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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 | $24,180 | $180,462-86.6% | $154,111-84.3% | $135,379-82.1% |
| Participation rate | 44.4% | 87.4%-43.0pp | 83.0%-38.6pp | 82.6%-38.2pp |
| Annual return | -6.62% | 888.17%-894.8pp | 735.18%-741.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $119 | $6,036-98.0% | $5,298-97.8% | $4,779-97.5% |
| Participant deferral / active EE | $2,667 | $5,806-54.1% | $5,081-47.5% | $5,609-52.5% |
| Admin fee / account holder | $115 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |