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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 | $11,128 | $165,399-93.3% | $149,745-92.6% | $158,982-93.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 41.89% | 348.34%-306.4pp | 276.72%-234.8pp | 302.99%-261.1pp |
| Employer contribution / active EE | $702 | $5,105-86.3% | $4,646-84.9% | $4,763-85.3% |
| Participant deferral / active EE | $2,507 | $7,183-65.1% | $6,843-63.4% | $5,983-58.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |