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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 | $8,850 | $217,427-95.9% | $185,837-95.2% | $167,518-94.7% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.3pp |
| Annual return | 22.52% | 148.39%-125.9pp | 122.08%-99.6pp | 478.71%-456.2pp |
| Employer contribution / active EE | $906 | $5,874-84.6% | $5,168-82.5% | $4,838-81.3% |
| Participant deferral / active EE | $2,467 | $6,357-61.2% | $5,568-55.7% | $6,342-61.1% |
| Admin fee / account holder | $25 | $19,816-99.9% | $16,241-99.8% | $12,312-99.8% |