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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 | $17,758 | $165,361-89.3% | $149,715-88.1% | $158,950-88.8% |
| Participation rate | 38.1% | 84.6%-46.5pp | 82.5%-44.4pp | 82.0%-43.9pp |
| Annual return | 72.81% | 348.24%-275.4pp | 276.66%-203.8pp | 302.91%-230.1pp |
| Employer contribution / active EE | $678 | $5,103-86.7% | $4,645-85.4% | $4,762-85.8% |
| Participant deferral / active EE | $3,889 | $7,182-45.9% | $6,842-43.2% | $5,983-35.0% |
| Admin fee / account holder | $12 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |