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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 | $21,944 | $202,345-89.2% | $172,755-87.3% | $152,885-85.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 33.39% | 1029.77%-996.4pp | 802.94%-769.6pp | 345.39%-312.0pp |
| Employer contribution / active EE | $1,221 | $5,858-79.2% | $5,144-76.3% | $4,763-74.4% |
| Participant deferral / active EE | $3,052 | $5,948-48.7% | $5,198-41.3% | $5,851-47.8% |
| Admin fee / account holder | $12 | $17,111-99.9% | $13,955-99.9% | $11,598-99.9% |