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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 | $5,788 | $183,627-96.8% | $155,602-96.3% | $145,978-96.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.39% | 61.32%-46.9pp | 64.81%-50.4pp | 550.52%-536.1pp |
| Employer contribution / active EE | $535 | $5,316-89.9% | $4,675-88.6% | $4,662-88.5% |
| Participant deferral / active EE | $2,527 | $6,466-60.9% | $5,629-55.1% | $6,690-62.2% |
| Admin fee / account holder | $50 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |