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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 | $14,511 | $166,242-91.3% | $165,071-91.2% | $145,884-90.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 17.91% | 100.44%-82.5pp | 70.17%-52.3pp | 551.85%-533.9pp |
| Employer contribution / active EE | $980 | $5,283-81.5% | $4,347-77.5% | $4,662-79.0% |
| Participant deferral / active EE | $2,155 | $6,964-69.1% | $6,035-64.3% | $6,690-67.8% |
| Admin fee / account holder | $70 | $16,658-99.6% | $12,695-99.4% | $13,392-99.5% |