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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 | $12,798 | $157,296-91.9% | $141,191-90.9% | $152,897-91.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 36.02% | 64.34%-28.3pp | 71.41%-35.4pp | 345.43%-309.4pp |
| Employer contribution / active EE | $923 | $5,262-82.5% | $4,736-80.5% | $4,764-80.6% |
| Participant deferral / active EE | $3,241 | $7,111-54.4% | $6,710-51.7% | $5,851-44.6% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |