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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 | $15,087 | $183,516-91.8% | $155,534-90.3% | $145,884-89.7% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 14.44% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $324 | $5,315-93.9% | $4,675-93.1% | $4,662-93.1% |
| Participant deferral / active EE | $3,046 | $6,467-52.9% | $5,630-45.9% | $6,690-54.5% |
| Admin fee / account holder | $16 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |