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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 | $19,432 | $197,637-90.2% | $177,848-89.1% | $158,982-87.8% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 204.45% | 58.77%+145.7pp | 48.33%+156.1pp | 302.99%-98.5pp |
| Employer contribution / active EE | $1,090 | $6,698-83.7% | $5,919-81.6% | $4,763-77.1% |
| Participant deferral / active EE | $5,539 | $8,405-34.1% | $7,714-28.2% | $5,983-7.4% |
| Admin fee / account holder | $57 | $15,406-99.6% | $12,431-99.5% | $11,252-99.5% |