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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 | $11,598 | $209,425-94.5% | $178,499-93.5% | $158,966-92.7% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 20.38% | 188.80%-168.4pp | 151.10%-130.7pp | 302.95%-282.6pp |
| Employer contribution / active EE | $560 | $5,707-90.2% | $5,011-88.8% | $4,762-88.2% |
| Participant deferral / active EE | $2,673 | $5,955-55.1% | $5,202-48.6% | $5,983-55.3% |
| Admin fee / account holder | $61 | $17,078-99.6% | $13,986-99.6% | $11,250-99.5% |