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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 | $23,573 | $202,342-88.4% | $172,753-86.4% | $152,909-84.6% |
| Participation rate | 31.6% | 87.1%-55.5pp | 82.6%-51.1pp | 82.5%-50.9pp |
| Annual return | 129.93% | 1029.88%-899.9pp | 803.00%-673.1pp | 345.46%-215.5pp |
| Employer contribution / active EE | $866 | $5,857-85.2% | $5,144-83.2% | $4,764-81.8% |
| Participant deferral / active EE | $2,568 | $5,948-56.8% | $5,198-50.6% | $5,851-56.1% |
| Admin fee / account holder | $96 | $17,112-99.4% | $13,956-99.3% | $11,601-99.2% |