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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 | $11,503 | $160,028-92.8% | $147,080-92.2% | $145,884-92.1% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 18.31% | 98.60%-80.3pp | 420.17%-401.9pp | 551.85%-533.5pp |
| Employer contribution / active EE | $766 | $5,286-85.5% | $4,933-84.5% | $4,662-83.6% |
| Participant deferral / active EE | $2,709 | $8,422-67.8% | $8,066-66.4% | $6,690-59.5% |
| Admin fee / account holder | $157 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |