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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 | $15,150 | $175,231-91.4% | $149,696-89.9% | $139,466-89.1% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 88.43% | 166.77%-78.3pp | 134.46%-46.0pp | 373.66%-285.2pp |
| Employer contribution / active EE | $749 | $5,478-86.3% | $4,821-84.5% | $4,754-84.2% |
| Participant deferral / active EE | $4,041 | $6,521-38.0% | $5,682-28.9% | $6,712-39.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |