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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 | $20,927 | $150,447-86.1% | $136,298-84.6% | $147,586-85.8% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 22.67% | 1049.15%-1026.5pp | 5156.27%-5133.6pp | 578.59%-555.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,378 | $6,631-34.0% | $6,247-29.9% | $5,439-19.5% |
| Admin fee / account holder | $67 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |