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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 | $23,791 | $171,492-86.1% | $150,734-84.2% | $198,609-88.0% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 23.79% | 804.70%-780.9pp | 600.81%-577.0pp | 202.70%-178.9pp |
| Employer contribution / active EE | $1,211 | $5,470-77.9% | $4,918-75.4% | $5,055-76.0% |
| Participant deferral / active EE | $5,831 | $6,259-6.8% | $5,610+4.0% | $6,977-16.4% |
| Admin fee / account holder | $193 | $17,628-98.9% | $14,905-98.7% | $19,030-99.0% |