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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 | $8,184 | $183,516-95.5% | $155,534-94.7% | $145,884-94.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 28.94% | 61.43%-32.5pp | 64.92%-36.0pp | 551.85%-522.9pp |
| Employer contribution / active EE | $805 | $5,315-84.9% | $4,675-82.8% | $4,662-82.7% |
| Participant deferral / active EE | $2,646 | $6,467-59.1% | $5,630-53.0% | $6,690-60.4% |
| Admin fee / account holder | $17 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |