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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 | $8,111 | $150,412-94.6% | $120,574-93.3% | $145,884-94.4% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 15.98% | 154.50%-138.5pp | 107.42%-91.4pp | 551.85%-535.9pp |
| Employer contribution / active EE | $776 | $4,355-82.2% | $3,471-77.6% | $4,662-83.4% |
| Participant deferral / active EE | $1,774 | $6,175-71.3% | $4,996-64.5% | $6,690-73.5% |
| Admin fee / account holder | $62 | $12,224-99.5% | $9,445-99.3% | $13,392-99.5% |