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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 | $3,789 | $115,814-96.7% | $101,275-96.3% | $158,982-97.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 263.53% | 56.16%+207.4pp | 46.48%+217.0pp | 302.99%-39.5pp |
| Employer contribution / active EE | $339 | $4,176-91.9% | $3,660-90.7% | $4,763-92.9% |
| Participant deferral / active EE | $4,385 | $4,958-11.6% | $4,371+0.3% | $5,983-26.7% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |