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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 | $16,084 | $202,345-92.1% | $172,755-90.7% | $152,885-89.5% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 26.41% | 1029.77%-1003.4pp | 802.94%-776.5pp | 345.39%-319.0pp |
| Employer contribution / active EE | $699 | $5,858-88.1% | $5,144-86.4% | $4,763-85.3% |
| Participant deferral / active EE | $2,289 | $5,948-61.5% | $5,198-56.0% | $5,851-60.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |