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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 | $11,680 | $165,361-92.9% | $149,715-92.2% | $158,950-92.7% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 71.49% | 348.24%-276.7pp | 276.66%-205.2pp | 302.91%-231.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,521 | $7,182-37.0% | $6,842-33.9% | $5,983-24.4% |
| Admin fee / account holder | $39 | $10,808-99.6% | $9,310-99.6% | $11,248-99.7% |