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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 | $22,760 | $185,883-87.8% | $170,043-86.6% | $139,466-83.7% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 30.52% | 60.54%-30.0pp | 53.40%-22.9pp | 373.66%-343.1pp |
| Employer contribution / active EE | $813 | $7,596-89.3% | $6,790-88.0% | $4,754-82.9% |
| Participant deferral / active EE | $5,927 | $11,626-49.0% | $10,410-43.1% | $6,712-11.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |