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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 | $23,524 | $135,645-82.7% | $110,243-78.7% | $135,380-82.6% |
| Participation rate | 45.8% | 83.5%-37.6pp | 79.8%-34.0pp | 82.6%-36.8pp |
| Annual return | 16.40% | 513.24%-496.8pp | 314.76%-298.4pp | 519.81%-503.4pp |
| Employer contribution / active EE | $725 | $4,907-85.2% | $3,827-81.0% | $4,779-84.8% |
| Participant deferral / active EE | $2,515 | $5,507-54.3% | $4,672-46.2% | $5,609-55.2% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |