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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 | $9,361 | $202,342-95.4% | $172,752-94.6% | $152,897-93.9% |
| Participation rate | 44.4% | 87.1%-42.6pp | 82.6%-38.2pp | 82.5%-38.0pp |
| Annual return | 48.15% | 1029.83%-981.7pp | 802.97%-754.8pp | 345.43%-297.3pp |
| Employer contribution / active EE | $487 | $5,858-91.7% | $5,144-90.5% | $4,764-89.8% |
| Participant deferral / active EE | $2,411 | $5,948-59.5% | $5,198-53.6% | $5,851-58.8% |
| Admin fee / account holder | $17 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |