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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 | $18,596 | $209,425-91.1% | $178,499-89.6% | $158,966-88.3% |
| Participation rate | 31.6% | 86.4%-54.8pp | 81.9%-50.3pp | 82.0%-50.4pp |
| Annual return | 17.03% | 188.80%-171.8pp | 151.10%-134.1pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,024 | $5,707-82.1% | $5,011-79.6% | $4,762-78.5% |
| Participant deferral / active EE | $2,776 | $5,955-53.4% | $5,202-46.6% | $5,983-53.6% |
| Admin fee / account holder | $8 | $17,078-100.0% | $13,986-99.9% | $11,250-99.9% |