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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 | $19,028 | $209,336-90.9% | $197,124-90.3% | $137,256-86.1% |
| Participation rate | 54.5% | 87.3%-32.8pp | 86.7%-32.2pp | 80.0%-25.4pp |
| Annual return | 15.33% | 48.09%-32.8pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $685 | $6,591-89.6% | $6,227-89.0% | $4,156-83.5% |
| Participant deferral / active EE | $3,230 | $9,614-66.4% | $9,135-64.6% | $6,407-49.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |