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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 | $1,433 | $96,678-98.5% | $86,640-98.3% | $139,466-99.0% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | 444.77% | 106.69%+338.1pp | 592.52%-147.7pp | 373.66%+71.1pp |
| Employer contribution / active EE | $254 | $3,265-92.2% | $3,024-91.6% | $4,754-94.7% |
| Participant deferral / active EE | $895 | $4,837-81.5% | $4,438-79.8% | $6,712-86.7% |
| Admin fee / account holder | $12 | $6,410-99.8% | $5,616-99.8% | $11,409-99.9% |