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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 | $12,830 | $166,268-92.3% | $165,100-92.2% | $145,897-91.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 24.05% | 100.52%-76.5pp | 70.21%-46.2pp | 552.29%-528.2pp |
| Employer contribution / active EE | $430 | $5,284-91.9% | $4,348-90.1% | $4,663-90.8% |
| Participant deferral / active EE | $2,259 | $6,964-67.6% | $6,035-62.6% | $6,689-66.2% |
| Admin fee / account holder | $98 | $16,659-99.4% | $12,696-99.2% | $13,390-99.3% |