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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 | $20,154 | $157,276-87.2% | $141,177-85.7% | $152,885-86.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 20.64% | 64.33%-43.7pp | 71.40%-50.8pp | 345.39%-324.8pp |
| Employer contribution / active EE | $751 | $5,262-85.7% | $4,736-84.1% | $4,763-84.2% |
| Participant deferral / active EE | $3,839 | $7,110-46.0% | $6,710-42.8% | $5,851-34.4% |
| Admin fee / account holder | $142 | $12,123-98.8% | $10,263-98.6% | $11,598-98.8% |