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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 | $18,980 | $202,342-90.6% | $172,752-89.0% | $152,897-87.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 48.81% | 1029.83%-981.0pp | 802.97%-754.2pp | 345.43%-296.6pp |
| Employer contribution / active EE | $728 | $5,858-87.6% | $5,144-85.8% | $4,764-84.7% |
| Participant deferral / active EE | $2,699 | $5,948-54.6% | $5,198-48.1% | $5,851-53.9% |
| Admin fee / account holder | $85 | $17,111-99.5% | $13,955-99.4% | $11,599-99.3% |