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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 | $11,191 | $160,040-93.0% | $147,096-92.4% | $145,877-92.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 25.26% | 98.49%-73.2pp | 419.75%-394.5pp | 551.28%-526.0pp |
| Employer contribution / active EE | $992 | $5,289-81.3% | $4,936-79.9% | $4,663-78.7% |
| Participant deferral / active EE | $3,533 | $8,429-58.1% | $8,071-56.2% | $6,691-47.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |