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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 | $15,937 | $112,915-85.9% | $90,965-82.5% | $158,950-90.0% |
| Participation rate | 52.6% | 74.7%-22.1pp | 69.0%-16.4pp | 82.0%-29.3pp |
| Annual return | 18.90% | 215.75%-196.9pp | 134.57%-115.7pp | 302.91%-284.0pp |
| Employer contribution / active EE | $100 | $2,894-96.5% | $2,122-95.3% | $4,762-97.9% |
| Participant deferral / active EE | $1,022 | $4,128-75.2% | $3,373-69.7% | $5,983-82.9% |
| Admin fee / account holder | $20 | $8,044-99.8% | $5,960-99.7% | $11,248-99.8% |