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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 | $17,309 | $176,077-90.2% | $159,455-89.1% | $167,518-89.7% |
| Participation rate | 44.4% | 84.9%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 23.76% | 331.83%-308.1pp | 263.63%-239.9pp | 478.71%-454.9pp |
| Employer contribution / active EE | $718 | $5,298-86.5% | $4,830-85.1% | $4,838-85.2% |
| Participant deferral / active EE | $2,842 | $7,751-63.3% | $7,353-61.4% | $6,342-55.2% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |