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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 | $13,621 | $129,737-89.5% | $119,126-88.6% | $154,746-91.2% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 18.53% | 379.08%-360.5pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $833 | $4,375-81.0% | $4,034-79.4% | $4,379-81.0% |
| Participant deferral / active EE | $2,421 | $5,842-58.6% | $5,318-54.5% | $6,730-64.0% |
| Admin fee / account holder | $50 | $11,961-99.6% | $10,693-99.5% | $14,365-99.7% |