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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 | $12,475 | $165,399-92.5% | $149,745-91.7% | $158,982-92.2% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 80.05% | 348.34%-268.3pp | 276.72%-196.7pp | 302.99%-222.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,881 | $7,183-18.1% | $6,843-14.1% | $5,983-1.7% |
| Admin fee / account holder | $34 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |