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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 | $18,496 | $217,427-91.5% | $185,837-90.0% | $167,518-89.0% |
| Participation rate | 56.3% | 86.0%-29.8pp | 81.7%-25.5pp | 82.1%-25.9pp |
| Annual return | 16.99% | 148.39%-131.4pp | 122.08%-105.1pp | 478.71%-461.7pp |
| Employer contribution / active EE | $299 | $5,874-94.9% | $5,168-94.2% | $4,838-93.8% |
| Participant deferral / active EE | $2,312 | $6,357-63.6% | $5,568-58.5% | $6,342-63.5% |
| Admin fee / account holder | $163 | $19,816-99.2% | $16,241-99.0% | $12,312-98.7% |