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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 | $26,963 | $197,625-86.4% | $177,840-84.8% | $158,966-83.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 57.38% | 58.76%-1.4pp | 48.32%+9.1pp | 302.95%-245.6pp |
| Employer contribution / active EE | $738 | $6,698-89.0% | $5,919-87.5% | $4,762-84.5% |
| Participant deferral / active EE | $3,412 | $8,405-59.4% | $7,714-55.8% | $5,983-43.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |