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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 | $16,430 | $183,627-91.1% | $155,602-89.4% | $145,978-88.7% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | 20.58% | 61.32%-40.7pp | 64.81%-44.2pp | 550.52%-529.9pp |
| Employer contribution / active EE | $969 | $5,316-81.8% | $4,675-79.3% | $4,662-79.2% |
| Participant deferral / active EE | $3,062 | $6,466-52.6% | $5,629-45.6% | $6,690-54.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |