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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 | $15,464 | $171,867-91.0% | $149,721-89.7% | $147,586-89.5% |
| Participation rate | 45.5% | 88.2%-42.7pp | 87.1%-41.6pp | 82.8%-37.4pp |
| Annual return | 25.03% | 2113.36%-2088.3pp | 1501.67%-1476.6pp | 578.59%-553.6pp |
| Employer contribution / active EE | $952 | $6,275-84.8% | $5,444-82.5% | $4,876-80.5% |
| Participant deferral / active EE | $2,651 | $7,270-63.5% | $6,568-59.6% | $5,439-51.3% |
| Admin fee / account holder | $42 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |