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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 | $10,934 | $209,425-94.8% | $178,499-93.9% | $158,966-93.1% |
| Participation rate | 41.7% | 86.4%-44.7pp | 81.9%-40.3pp | 82.0%-40.3pp |
| Annual return | 79.46% | 188.80%-109.3pp | 151.10%-71.6pp | 302.95%-223.5pp |
| Employer contribution / active EE | $242 | $5,707-95.8% | $5,011-95.2% | $4,762-94.9% |
| Participant deferral / active EE | $2,803 | $5,955-52.9% | $5,202-46.1% | $5,983-53.2% |
| Admin fee / account holder | $27 | $17,078-99.8% | $13,986-99.8% | $11,250-99.8% |