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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 | $16,263 | $202,345-92.0% | $172,755-90.6% | $152,885-89.4% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 34.91% | 1029.77%-994.9pp | 802.94%-768.0pp | 345.39%-310.5pp |
| Employer contribution / active EE | $1,005 | $5,858-82.8% | $5,144-80.5% | $4,763-78.9% |
| Participant deferral / active EE | $4,256 | $5,948-28.4% | $5,198-18.1% | $5,851-27.2% |
| Admin fee / account holder | $260 | $17,111-98.5% | $13,955-98.1% | $11,598-97.8% |