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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 | $13,627 | $198,461-93.1% | $170,436-92.0% | $147,585-90.8% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 21.28% | 257.30%-236.0pp | 205.94%-184.7pp | 578.57%-557.3pp |
| Employer contribution / active EE | $809 | $6,184-86.9% | $5,433-85.1% | $4,876-83.4% |
| Participant deferral / active EE | $2,355 | $5,629-58.2% | $4,939-52.3% | $5,439-56.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |