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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 | $14,961 | $165,361-91.0% | $149,715-90.0% | $158,950-90.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 72.99% | 348.24%-275.2pp | 276.66%-203.7pp | 302.91%-229.9pp |
| Employer contribution / active EE | $893 | $5,103-82.5% | $4,645-80.8% | $4,762-81.3% |
| Participant deferral / active EE | $3,129 | $7,182-56.4% | $6,842-54.3% | $5,983-47.7% |
| Admin fee / account holder | $34 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |