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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 | $13,422 | $209,422-93.6% | $178,503-92.5% | $158,982-91.6% |
| Participation rate | 46.7% | 86.4%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 40.39% | 188.81%-148.4pp | 151.12%-110.7pp | 302.99%-262.6pp |
| Employer contribution / active EE | $826 | $5,707-85.5% | $5,011-83.5% | $4,763-82.7% |
| Participant deferral / active EE | $2,499 | $5,955-58.0% | $5,202-52.0% | $5,983-58.2% |
| Admin fee / account holder | $170 | $17,079-99.0% | $13,987-98.8% | $11,252-98.5% |