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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 | $20,923 | $157,296-86.7% | $141,191-85.2% | $152,897-86.3% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 21.02% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $275 | $5,262-94.8% | $4,736-94.2% | $4,764-94.2% |
| Participant deferral / active EE | $2,472 | $7,111-65.2% | $6,710-63.2% | $5,851-57.7% |
| Admin fee / account holder | $143 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |