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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 | $150,435-87.6% | $120,580-84.6% | $145,897-87.3% |
| Participation rate | 27.3% | 78.8%-51.5pp | 72.0%-44.7pp | 80.3%-53.0pp |
| Annual return | 11.37% | 154.60%-143.2pp | 107.48%-96.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $701 | $4,352-83.9% | $3,469-79.8% | $4,663-85.0% |
| Participant deferral / active EE | $1,996 | $6,174-67.7% | $4,995-60.0% | $6,689-70.2% |
| Admin fee / account holder | $22 | $12,182-99.8% | $9,418-99.8% | $13,390-99.8% |