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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 | $29,442 | $198,457-85.2% | $170,435-82.7% | $147,586-80.1% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 28.53% | 257.30%-228.8pp | 205.94%-177.4pp | 578.59%-550.1pp |
| Employer contribution / active EE | $840 | $6,183-86.4% | $5,432-84.5% | $4,876-82.8% |
| Participant deferral / active EE | $3,897 | $5,629-30.8% | $4,939-21.1% | $5,439-28.3% |
| Admin fee / account holder | $104 | $16,852-99.4% | $13,881-99.3% | $10,886-99.0% |