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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 | $27,378 | $209,425-86.9% | $178,499-84.7% | $158,966-82.8% |
| Participation rate | 58.8% | 86.4%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 12.78% | 188.80%-176.0pp | 151.10%-138.3pp | 302.95%-290.2pp |
| Employer contribution / active EE | $1,089 | $5,707-80.9% | $5,011-78.3% | $4,762-77.1% |
| Participant deferral / active EE | $3,222 | $5,955-45.9% | $5,202-38.1% | $5,983-46.1% |
| Admin fee / account holder | $256 | $17,078-98.5% | $13,986-98.2% | $11,250-97.7% |