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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 | $4,589 | $202,460-97.7% | $169,385-97.3% | $139,456-96.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 16.72% | 532.07%-515.3pp | 405.82%-389.1pp | 373.45%-356.7pp |
| Employer contribution / active EE | $357 | $4,691-92.4% | $4,012-91.1% | $4,753-92.5% |
| Participant deferral / active EE | $1,439 | $6,938-79.3% | $6,221-76.9% | $6,711-78.6% |
| Admin fee / account holder | $52 | $10,719-99.5% | $9,011-99.4% | $11,407-99.5% |