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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 | $11,647 | $175,231-93.4% | $149,696-92.2% | $139,466-91.6% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.4pp | 80.3%-11.9pp |
| Annual return | 20.49% | 166.77%-146.3pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $833 | $5,478-84.8% | $4,821-82.7% | $4,754-82.5% |
| Participant deferral / active EE | $2,006 | $6,521-69.2% | $5,682-64.7% | $6,712-70.1% |
| Admin fee / account holder | $41 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |