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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 | $6,400 | $209,425-96.9% | $178,499-96.4% | $158,966-96.0% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 106.76% | 188.80%-82.0pp | 151.10%-44.3pp | 302.95%-196.2pp |
| Employer contribution / active EE | $1,134 | $5,707-80.1% | $5,011-77.4% | $4,762-76.2% |
| Participant deferral / active EE | $3,751 | $5,955-37.0% | $5,202-27.9% | $5,983-37.3% |
| Admin fee / account holder | $240 | $17,078-98.6% | $13,986-98.3% | $11,250-97.9% |