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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 | $7,642 | $183,516-95.8% | $155,534-95.1% | $145,884-94.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.56% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $539 | $5,315-89.9% | $4,675-88.5% | $4,662-88.4% |
| Participant deferral / active EE | $3,100 | $6,467-52.1% | $5,630-44.9% | $6,690-53.7% |
| Admin fee / account holder | $31 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |