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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 | $18,047 | $202,342-91.1% | $172,752-89.6% | $152,897-88.2% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 27.43% | 1029.83%-1002.4pp | 802.97%-775.5pp | 345.43%-318.0pp |
| Employer contribution / active EE | $587 | $5,858-90.0% | $5,144-88.6% | $4,764-87.7% |
| Participant deferral / active EE | $4,280 | $5,948-28.0% | $5,198-17.7% | $5,851-26.9% |
| Admin fee / account holder | $165 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |