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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 | $25,081 | $144,130-82.6% | $117,861-78.7% | $147,586-83.0% |
| Participation rate | 45.0% | 83.4%-38.4pp | 79.7%-34.7pp | 82.8%-37.8pp |
| Annual return | 20.27% | 531.20%-510.9pp | 335.11%-314.8pp | 578.59%-558.3pp |
| Employer contribution / active EE | $681 | $4,897-86.1% | $3,786-82.0% | $4,876-86.0% |
| Participant deferral / active EE | $3,209 | $5,316-39.6% | $4,482-28.4% | $5,439-41.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |