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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 | $21,507 | $150,446-85.7% | $136,297-84.2% | $147,585-85.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.34% | 1049.14%-1033.8pp | 5156.19%-5140.9pp | 578.58%-563.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,752 | $6,631-58.5% | $6,247-55.9% | $5,439-49.4% |
| Admin fee / account holder | $115 | $10,906-98.9% | $9,244-98.8% | $10,886-98.9% |