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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 | $10,239 | $183,516-94.4% | $155,534-93.4% | $145,884-93.0% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.0pp | 80.3%-28.1pp |
| Annual return | 46.31% | 61.43%-15.1pp | 64.92%-18.6pp | 551.85%-505.5pp |
| Employer contribution / active EE | $478 | $5,315-91.0% | $4,675-89.8% | $4,662-89.8% |
| Participant deferral / active EE | $3,203 | $6,467-50.5% | $5,630-43.1% | $6,690-52.1% |
| Admin fee / account holder | $89 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |