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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 | $15,330 | $183,516-91.6% | $155,534-90.1% | $145,884-89.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 1401.28% | 61.43%+1339.9pp | 64.92%+1336.4pp | 551.85%+849.4pp |
| Employer contribution / active EE | $133 | $5,315-97.5% | $4,675-97.2% | $4,662-97.1% |
| Participant deferral / active EE | $2,514 | $6,467-61.1% | $5,630-55.4% | $6,690-62.4% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |