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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 | $25,060 | $209,425-88.0% | $178,499-86.0% | $158,966-84.2% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 31.60% | 188.80%-157.2pp | 151.10%-119.5pp | 302.95%-271.3pp |
| Employer contribution / active EE | $252 | $5,707-95.6% | $5,011-95.0% | $4,762-94.7% |
| Participant deferral / active EE | $2,715 | $5,955-54.4% | $5,202-47.8% | $5,983-54.6% |
| Admin fee / account holder | $63 | $17,078-99.6% | $13,986-99.6% | $11,250-99.4% |