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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 | $11,396 | $202,345-94.4% | $172,755-93.4% | $152,885-92.5% |
| Participation rate | 47.1% | 87.1%-40.0pp | 82.6%-35.6pp | 82.5%-35.4pp |
| Annual return | 30.50% | 1029.77%-999.3pp | 802.94%-772.4pp | 345.39%-314.9pp |
| Employer contribution / active EE | $830 | $5,858-85.8% | $5,144-83.9% | $4,763-82.6% |
| Participant deferral / active EE | $2,575 | $5,948-56.7% | $5,198-50.5% | $5,851-56.0% |
| Admin fee / account holder | $42 | $17,111-99.8% | $13,955-99.7% | $11,598-99.6% |