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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 | $9,392 | $106,003-91.1% | $92,236-89.8% | $147,585-93.6% |
| Participation rate | 27.8% | 80.4%-52.6pp | 76.5%-48.7pp | 82.8%-55.1pp |
| Annual return | 3826.62% | 50.05%+3776.6pp | 176.29%+3650.3pp | 578.57%+3248.0pp |
| Employer contribution / active EE | $626 | $4,333-85.6% | $3,679-83.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,680 | $4,478-62.5% | $3,897-56.9% | $5,439-69.1% |
| Admin fee / account holder | $25 | $6,333-99.6% | $5,194-99.5% | $10,885-99.8% |