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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 | $25,677 | $180,462-85.8% | $154,111-83.3% | $135,379-81.0% |
| Participation rate | 27.8% | 87.4%-59.6pp | 83.0%-55.3pp | 82.6%-54.9pp |
| Annual return | -7.72% | 888.17%-895.9pp | 735.18%-742.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $513 | $6,036-91.5% | $5,298-90.3% | $4,779-89.3% |
| Participant deferral / active EE | $2,509 | $5,806-56.8% | $5,081-50.6% | $5,609-55.3% |
| Admin fee / account holder | $42 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |