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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 | $15,836 | $150,446-89.5% | $136,297-88.4% | $147,585-89.3% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 21.81% | 1049.14%-1027.3pp | 5156.19%-5134.4pp | 578.58%-556.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,288 | $6,631-35.3% | $6,247-31.4% | $5,439-21.2% |
| Admin fee / account holder | $98 | $10,906-99.1% | $9,244-98.9% | $10,886-99.1% |