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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 | $8,934 | $183,592-95.1% | $155,574-94.3% | $145,877-93.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 29.34% | 61.37%-32.0pp | 64.87%-35.5pp | 551.28%-521.9pp |
| Employer contribution / active EE | $339 | $5,317-93.6% | $4,676-92.8% | $4,663-92.7% |
| Participant deferral / active EE | $1,967 | $6,466-69.6% | $5,629-65.1% | $6,691-70.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |