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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 | $18,555 | $176,105-89.5% | $159,474-88.4% | $167,536-88.9% |
| Participation rate | 55.6% | 85.0%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 96.33% | 331.91%-235.6pp | 263.68%-167.3pp | 478.82%-382.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,334 | $7,751+20.4% | $7,353+26.9% | $6,342+47.2% |
| Admin fee / account holder | $281 | $12,559-97.8% | $10,802-97.4% | $12,315-97.7% |