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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 | $20,028 | $183,978-89.1% | $162,171-87.7% | $152,885-86.9% |
| Participation rate | 36.4% | 88.5%-52.1pp | 87.6%-51.2pp | 82.5%-46.1pp |
| Annual return | 33.26% | 150.78%-117.5pp | 115.60%-82.3pp | 345.39%-312.1pp |
| Employer contribution / active EE | $785 | $6,370-87.7% | $5,613-86.0% | $4,763-83.5% |
| Participant deferral / active EE | $3,302 | $8,033-58.9% | $7,297-54.7% | $5,851-43.6% |
| Admin fee / account holder | $36 | $13,122-99.7% | $10,843-99.7% | $11,598-99.7% |