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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 | $4,745 | $181,896-97.4% | $156,551-97.0% | $273,972-98.3% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 57.70% | 30.74%+27.0pp | 32.23%+25.5pp | 41.46%+16.2pp |
| Employer contribution / active EE | $791 | $6,248-87.3% | $5,501-85.6% | $4,869-83.8% |
| Participant deferral / active EE | $1,932 | $5,550-65.2% | $4,871-60.3% | $5,287-63.5% |
| Admin fee / account holder | $129 | $15,560-99.2% | $13,028-99.0% | $10,133-98.7% |