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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 | $30,517 | $184,000-83.4% | $162,185-81.2% | $152,909-80.0% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.6%-31.3pp | 82.5%-26.2pp |
| Annual return | 28.28% | 150.80%-122.5pp | 115.61%-87.3pp | 345.46%-317.2pp |
| Employer contribution / active EE | $877 | $6,370-86.2% | $5,613-84.4% | $4,764-81.6% |
| Participant deferral / active EE | $4,113 | $8,033-48.8% | $7,297-43.6% | $5,851-29.7% |
| Admin fee / account holder | $14 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |