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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 | $27,478 | $202,342-86.4% | $172,752-84.1% | $152,897-82.0% |
| Participation rate | 38.5% | 87.1%-48.6pp | 82.6%-44.2pp | 82.5%-44.0pp |
| Annual return | 25.71% | 1029.83%-1004.1pp | 802.97%-777.3pp | 345.43%-319.7pp |
| Employer contribution / active EE | $1,199 | $5,858-79.5% | $5,144-76.7% | $4,764-74.8% |
| Participant deferral / active EE | $3,522 | $5,948-40.8% | $5,198-32.2% | $5,851-39.8% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |