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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 | $9,811 | $107,363-90.9% | $92,909-89.4% | $152,897-93.6% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 28.16% | 145.63%-117.5pp | 109.44%-81.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $699 | $4,222-83.5% | $3,653-80.9% | $4,764-85.3% |
| Participant deferral / active EE | $1,555 | $4,848-67.9% | $4,238-63.3% | $5,851-73.4% |
| Admin fee / account holder | $118 | $7,082-98.3% | $5,795-98.0% | $11,599-99.0% |