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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 | $14,622 | $202,345-92.8% | $172,755-91.5% | $152,885-90.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 28.68% | 1029.77%-1001.1pp | 802.94%-774.3pp | 345.39%-316.7pp |
| Employer contribution / active EE | $1,131 | $5,858-80.7% | $5,144-78.0% | $4,763-76.2% |
| Participant deferral / active EE | $2,430 | $5,948-59.2% | $5,198-53.3% | $5,851-58.5% |
| Admin fee / account holder | $85 | $17,111-99.5% | $13,955-99.4% | $11,598-99.3% |