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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 | $15,442 | $198,462-92.2% | $170,439-90.9% | $147,585-89.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 16.79% | 257.30%-240.5pp | 205.94%-189.1pp | 578.58%-561.8pp |
| Employer contribution / active EE | $1,142 | $6,184-81.5% | $5,433-79.0% | $4,876-76.6% |
| Participant deferral / active EE | $2,417 | $5,629-57.1% | $4,939-51.1% | $5,439-55.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |