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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 | $19,036 | $181,896-89.5% | $156,551-87.8% | $273,972-93.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 49.95% | 30.74%+19.2pp | 32.23%+17.7pp | 41.46%+8.5pp |
| Employer contribution / active EE | $1,028 | $6,248-83.5% | $5,501-81.3% | $4,869-78.9% |
| Participant deferral / active EE | $8,927 | $5,550+60.8% | $4,871+83.3% | $5,287+68.8% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |