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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 | $8,585 | $114,119-92.5% | $107,187-92.0% | $138,895-93.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 28.11% | 273.21%-245.1pp | 204.55%-176.4pp | 145.39%-117.3pp |
| Employer contribution / active EE | $730 | $4,059-82.0% | $3,782-80.7% | $4,194-82.6% |
| Participant deferral / active EE | $1,895 | $5,538-65.8% | $5,096-62.8% | $6,396-70.4% |
| Admin fee / account holder | $37 | $10,024-99.6% | $9,162-99.6% | $12,562-99.7% |