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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 | $16,463 | $183,627-91.0% | $155,602-89.4% | $145,978-88.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 33.50% | 61.32%-27.8pp | 64.81%-31.3pp | 550.52%-517.0pp |
| Employer contribution / active EE | $623 | $5,316-88.3% | $4,675-86.7% | $4,662-86.6% |
| Participant deferral / active EE | $10,000 | $6,466+54.7% | $5,629+77.7% | $6,690+49.5% |
| Admin fee / account holder | $71 | $19,327-99.6% | $15,923-99.6% | $13,400-99.5% |