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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 | $29,075 | $171,867-83.1% | $149,721-80.6% | $147,586-80.3% |
| Participation rate | 41.7% | 88.2%-46.5pp | 87.1%-45.4pp | 82.8%-41.2pp |
| Annual return | 28.49% | 2113.36%-2084.9pp | 1501.67%-1473.2pp | 578.59%-550.1pp |
| Employer contribution / active EE | $1,052 | $6,275-83.2% | $5,444-80.7% | $4,876-78.4% |
| Participant deferral / active EE | $4,702 | $7,270-35.3% | $6,568-28.4% | $5,439-13.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |