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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 | $20,930 | $202,342-89.7% | $172,753-87.9% | $152,909-86.3% |
| Participation rate | 26.7% | 87.1%-60.4pp | 82.6%-56.0pp | 82.5%-55.8pp |
| Annual return | 29.16% | 1029.88%-1000.7pp | 803.00%-773.8pp | 345.46%-316.3pp |
| Employer contribution / active EE | $564 | $5,857-90.4% | $5,144-89.0% | $4,764-88.2% |
| Participant deferral / active EE | $2,508 | $5,948-57.8% | $5,198-51.7% | $5,851-57.1% |
| Admin fee / account holder | $16 | $17,112-99.9% | $13,956-99.9% | $11,601-99.9% |