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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 | $7,133 | $202,342-96.5% | $172,752-95.9% | $152,897-95.3% |
| Participation rate | 60.9% | 87.1%-26.2pp | 82.6%-21.8pp | 82.5%-21.6pp |
| Annual return | 27.39% | 1029.83%-1002.4pp | 802.97%-775.6pp | 345.43%-318.0pp |
| Employer contribution / active EE | $237 | $5,858-95.9% | $5,144-95.4% | $4,764-95.0% |
| Participant deferral / active EE | $2,295 | $5,948-61.4% | $5,198-55.8% | $5,851-60.8% |
| Admin fee / account holder | $31 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |