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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 | $6,311 | $150,445-95.8% | $136,297-95.4% | $147,585-95.7% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 34.28% | 1049.14%-1014.9pp | 5156.16%-5121.9pp | 578.57%-544.3pp |
| Employer contribution / active EE | $865 | $5,256-83.5% | $4,696-81.6% | $4,876-82.3% |
| Participant deferral / active EE | $2,622 | $6,631-60.5% | $6,247-58.0% | $5,439-51.8% |
| Admin fee / account holder | $161 | $10,906-98.5% | $9,244-98.3% | $10,885-98.5% |