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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 | $19,794 | $150,442-86.8% | $136,295-85.5% | $147,585-86.6% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 17.84% | 1049.09%-1031.3pp | 5155.97%-5138.1pp | 578.56%-560.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,662 | $6,630-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $95 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |