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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 | $16,439 | $157,296-89.5% | $141,191-88.4% | $152,897-89.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 36.64% | 64.34%-27.7pp | 71.41%-34.8pp | 345.43%-308.8pp |
| Employer contribution / active EE | $804 | $5,262-84.7% | $4,736-83.0% | $4,764-83.1% |
| Participant deferral / active EE | $3,813 | $7,111-46.4% | $6,710-43.2% | $5,851-34.8% |
| Admin fee / account holder | $226 | $12,125-98.1% | $10,264-97.8% | $11,599-98.0% |