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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 | $24,048 | $223,823-89.3% | $211,142-88.6% | $154,746-84.5% |
| Participation rate | 64.3% | 87.9%-23.6pp | 87.3%-23.0pp | 80.7%-16.4pp |
| Annual return | 26.53% | 50.39%-23.9pp | 46.84%-20.3pp | 172.34%-145.8pp |
| Employer contribution / active EE | $1,466 | $6,787-78.4% | $6,442-77.2% | $4,379-66.5% |
| Participant deferral / active EE | $4,383 | $9,750-55.0% | $9,284-52.8% | $6,730-34.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |