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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 | $13,707 | $165,381-91.7% | $149,730-90.8% | $158,966-91.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 34.09% | 348.29%-314.2pp | 276.70%-242.6pp | 302.95%-268.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,201 | $7,182-13.7% | $6,843-9.4% | $5,983+3.6% |
| Admin fee / account holder | $34 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |