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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 | $17,674 | $198,457-91.1% | $170,435-89.6% | $147,586-88.0% |
| Participation rate | 45.5% | 88.0%-42.5pp | 83.6%-38.1pp | 82.8%-37.4pp |
| Annual return | 20.15% | 257.30%-237.2pp | 205.94%-185.8pp | 578.59%-558.4pp |
| Employer contribution / active EE | $659 | $6,183-89.3% | $5,432-87.9% | $4,876-86.5% |
| Participant deferral / active EE | $2,254 | $5,629-60.0% | $4,939-54.4% | $5,439-58.5% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,881-99.9% | $10,886-99.9% |