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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 | $13,632 | $209,422-93.5% | $178,503-92.4% | $158,982-91.4% |
| Participation rate | 45.5% | 86.4%-40.9pp | 81.9%-36.5pp | 82.0%-36.5pp |
| Annual return | 21.81% | 188.81%-167.0pp | 151.12%-129.3pp | 302.99%-281.2pp |
| Employer contribution / active EE | $667 | $5,707-88.3% | $5,011-86.7% | $4,763-86.0% |
| Participant deferral / active EE | $2,486 | $5,955-58.2% | $5,202-52.2% | $5,983-58.4% |
| Admin fee / account holder | $180 | $17,079-98.9% | $13,987-98.7% | $11,252-98.4% |