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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 | $28,085 | $181,896-84.6% | $156,551-82.1% | $273,972-89.7% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | 4867.58% | 30.74%+4836.8pp | 32.23%+4835.3pp | 41.46%+4826.1pp |
| Employer contribution / active EE | $614 | $6,248-90.2% | $5,501-88.8% | $4,869-87.4% |
| Participant deferral / active EE | $2,843 | $5,550-48.8% | $4,871-41.6% | $5,287-46.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |