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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 | $10,490 | $171,867-93.9% | $149,721-93.0% | $147,586-92.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 87.1%-28.7pp | 82.8%-24.5pp |
| Annual return | 54.95% | 2113.36%-2058.4pp | 1501.67%-1446.7pp | 578.59%-523.6pp |
| Employer contribution / active EE | $715 | $6,275-88.6% | $5,444-86.9% | $4,876-85.3% |
| Participant deferral / active EE | $4,267 | $7,270-41.3% | $6,568-35.0% | $5,439-21.5% |
| Admin fee / account holder | $31 | $13,799-99.8% | $11,282-99.7% | $10,886-99.7% |