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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 | $25,916 | $198,457-86.9% | $170,435-84.8% | $147,586-82.4% |
| Participation rate | 30.4% | 88.0%-57.5pp | 83.6%-53.2pp | 82.8%-52.4pp |
| Annual return | 39.23% | 257.30%-218.1pp | 205.94%-166.7pp | 578.59%-539.4pp |
| Employer contribution / active EE | $1,095 | $6,183-82.3% | $5,432-79.8% | $4,876-77.6% |
| Participant deferral / active EE | $2,430 | $5,629-56.8% | $4,939-50.8% | $5,439-55.3% |
| Admin fee / account holder | $36 | $16,852-99.8% | $13,881-99.7% | $10,886-99.7% |