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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 | $15,350 | $160,028-90.4% | $147,080-89.6% | $145,884-89.5% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 45.79% | 98.60%-52.8pp | 420.17%-374.4pp | 551.85%-506.1pp |
| Employer contribution / active EE | $979 | $5,286-81.5% | $4,933-80.2% | $4,662-79.0% |
| Participant deferral / active EE | $4,645 | $8,422-44.8% | $8,066-42.4% | $6,690-30.6% |
| Admin fee / account holder | $101 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |