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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 | $19,347 | $202,345-90.4% | $172,755-88.8% | $152,885-87.3% |
| Participation rate | 35.3% | 87.1%-51.8pp | 82.6%-47.4pp | 82.5%-47.2pp |
| Annual return | 18.24% | 1029.77%-1011.5pp | 802.94%-784.7pp | 345.39%-327.2pp |
| Employer contribution / active EE | $483 | $5,858-91.8% | $5,144-90.6% | $4,763-89.9% |
| Participant deferral / active EE | $2,617 | $5,948-56.0% | $5,198-49.6% | $5,851-55.3% |
| Admin fee / account holder | $81 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |