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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 | $25,799 | $217,432-88.1% | $185,849-86.1% | $167,536-84.6% |
| Participation rate | 53.8% | 86.1%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 15.46% | 148.42%-133.0pp | 122.10%-106.6pp | 478.82%-463.4pp |
| Employer contribution / active EE | $989 | $5,875-83.2% | $5,169-80.9% | $4,839-79.6% |
| Participant deferral / active EE | $2,519 | $6,357-60.4% | $5,569-54.8% | $6,342-60.3% |
| Admin fee / account holder | $212 | $19,818-98.9% | $16,244-98.7% | $12,315-98.3% |