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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 | $9,877 | $102,663-90.4% | $86,216-88.5% | $139,466-92.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 64.63% | 1924.52%-1859.9pp | 1169.42%-1104.8pp | 373.66%-309.0pp |
| Employer contribution / active EE | $526 | $3,035-82.7% | $2,382-77.9% | $4,754-88.9% |
| Participant deferral / active EE | $1,446 | $4,677-69.1% | $3,986-63.7% | $6,712-78.5% |
| Admin fee / account holder | $36 | $8,663-99.6% | $6,853-99.5% | $11,409-99.7% |