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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 | $12,863 | $228,352-94.4% | $185,835-93.1% | $158,966-91.9% |
| Participation rate | 64.3% | 82.3%-18.0pp | 78.0%-13.8pp | 82.0%-17.7pp |
| Annual return | 57.52% | 40.81%+16.7pp | 35.96%+21.6pp | 302.95%-245.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,347 | $6,416+14.5% | $5,633+30.4% | $5,983+22.8% |
| Admin fee / account holder | $104 | $11,867-99.1% | $9,502-98.9% | $11,250-99.1% |