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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 | $10,542 | $167,362-93.7% | $143,799-92.7% | $134,532-92.2% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | 307.53% | 0.47%+307.1pp | -0.04%+307.6pp | 418.27%-110.7pp |
| Employer contribution / active EE | $827 | $5,620-85.3% | $4,952-83.3% | $4,741-82.6% |
| Participant deferral / active EE | $2,155 | $6,447-66.6% | $5,638-61.8% | $6,401-66.3% |
| Admin fee / account holder | $74 | $18,094-99.6% | $14,677-99.5% | $11,429-99.3% |