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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 | $20,669 | $217,432-90.5% | $185,849-88.9% | $167,536-87.7% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.89% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,136 | $5,875-80.7% | $5,169-78.0% | $4,839-76.5% |
| Participant deferral / active EE | $3,496 | $6,357-45.0% | $5,569-37.2% | $6,342-44.9% |
| Admin fee / account holder | $42 | $19,818-99.8% | $16,244-99.7% | $12,315-99.7% |