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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 | $150,447-86.8% | $136,298-85.5% | $147,586-86.6% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 17.84% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,662 | $6,631-29.7% | $6,247-25.4% | $5,439-14.3% |
| Admin fee / account holder | $95 | $10,906-99.1% | $9,244-99.0% | $10,886-99.1% |