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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 | $5,634 | $183,516-96.9% | $155,534-96.4% | $145,884-96.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.09% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $902 | $5,315-83.0% | $4,675-80.7% | $4,662-80.6% |
| Participant deferral / active EE | $1,869 | $6,467-71.1% | $5,630-66.8% | $6,690-72.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |