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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 | $13,167 | $107,368-87.7% | $92,915-85.8% | $152,909-91.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 33.32% | 145.64%-112.3pp | 109.45%-76.1pp | 345.46%-312.1pp |
| Employer contribution / active EE | $480 | $4,222-88.6% | $3,653-86.9% | $4,764-89.9% |
| Participant deferral / active EE | $2,310 | $4,848-52.4% | $4,238-45.5% | $5,851-60.5% |
| Admin fee / account holder | $25 | $7,082-99.6% | $5,796-99.6% | $11,601-99.8% |