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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 | $15,522 | $198,462-92.2% | $170,439-90.9% | $147,585-89.5% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 28.33% | 257.30%-229.0pp | 205.94%-177.6pp | 578.58%-550.3pp |
| Employer contribution / active EE | $613 | $6,184-90.1% | $5,433-88.7% | $4,876-87.4% |
| Participant deferral / active EE | $2,872 | $5,629-49.0% | $4,939-41.9% | $5,439-47.2% |
| Admin fee / account holder | $134 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |