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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 | $20,207 | $209,422-90.4% | $178,503-88.7% | $158,982-87.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 18.64% | 188.81%-170.2pp | 151.12%-132.5pp | 302.99%-284.4pp |
| Employer contribution / active EE | $1,141 | $5,707-80.0% | $5,011-77.2% | $4,763-76.0% |
| Participant deferral / active EE | $2,646 | $5,955-55.6% | $5,202-49.1% | $5,983-55.8% |
| Admin fee / account holder | $175 | $17,079-99.0% | $13,987-98.8% | $11,252-98.4% |