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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 | $13,669 | $209,422-93.5% | $178,503-92.3% | $158,982-91.4% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 16.28% | 188.81%-172.5pp | 151.12%-134.8pp | 302.99%-286.7pp |
| Employer contribution / active EE | $500 | $5,707-91.2% | $5,011-90.0% | $4,763-89.5% |
| Participant deferral / active EE | $2,500 | $5,955-58.0% | $5,202-51.9% | $5,983-58.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |