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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 | $11,148 | $209,422-94.7% | $178,503-93.8% | $158,982-93.0% |
| Participation rate | 38.1% | 86.4%-48.3pp | 81.9%-43.8pp | 82.0%-43.9pp |
| Annual return | 146.29% | 188.81%-42.5pp | 151.12%-4.8pp | 302.99%-156.7pp |
| Employer contribution / active EE | $1,004 | $5,707-82.4% | $5,011-80.0% | $4,763-78.9% |
| Participant deferral / active EE | $4,197 | $5,955-29.5% | $5,202-19.3% | $5,983-29.9% |
| Admin fee / account holder | $24 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |