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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 | $16,437 | $150,447-89.1% | $136,298-87.9% | $147,586-88.9% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 27.75% | 1049.15%-1021.4pp | 5156.27%-5128.5pp | 578.59%-550.8pp |
| Employer contribution / active EE | $254 | $5,256-95.2% | $4,696-94.6% | $4,876-94.8% |
| Participant deferral / active EE | $2,657 | $6,631-59.9% | $6,247-57.5% | $5,439-51.1% |
| Admin fee / account holder | $92 | $10,906-99.2% | $9,244-99.0% | $10,886-99.2% |