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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 | $19,646 | $202,342-90.3% | $172,752-88.6% | $152,897-87.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 15.14% | 1029.83%-1014.7pp | 802.97%-787.8pp | 345.43%-330.3pp |
| Employer contribution / active EE | $477 | $5,858-91.9% | $5,144-90.7% | $4,764-90.0% |
| Participant deferral / active EE | $2,978 | $5,948-49.9% | $5,198-42.7% | $5,851-49.1% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |