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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 | $8,276 | $175,257-95.3% | $149,717-94.5% | $139,456-94.1% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 165.35% | 166.70%-1.4pp | 134.41%+30.9pp | 373.45%-208.1pp |
| Employer contribution / active EE | $403 | $5,477-92.6% | $4,820-91.6% | $4,753-91.5% |
| Participant deferral / active EE | $2,531 | $6,521-61.2% | $5,682-55.5% | $6,711-62.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |