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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 | $22,255 | $209,422-89.4% | $178,503-87.5% | $158,982-86.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.94% | 188.81%-171.9pp | 151.12%-134.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,024 | $5,707-82.1% | $5,011-79.6% | $4,763-78.5% |
| Participant deferral / active EE | $3,175 | $5,955-46.7% | $5,202-39.0% | $5,983-46.9% |
| Admin fee / account holder | $250 | $17,079-98.5% | $13,987-98.2% | $11,252-97.8% |