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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 | $29,723 | $198,457-85.0% | $170,435-82.6% | $147,586-79.9% |
| Participation rate | 61.9% | 88.0%-26.1pp | 83.6%-21.7pp | 82.8%-20.9pp |
| Annual return | 15.69% | 257.30%-241.6pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,087 | $6,183-82.4% | $5,432-80.0% | $4,876-77.7% |
| Participant deferral / active EE | $4,112 | $5,629-27.0% | $4,939-16.8% | $5,439-24.4% |
| Admin fee / account holder | $255 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |