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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 | $21,119 | $201,370-89.5% | $184,256-88.5% | $145,897-85.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.07% | 29.05%-15.0pp | 28.85%-14.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,360 | $7,024-80.6% | $6,427-78.8% | $4,663-70.8% |
| Participant deferral / active EE | $6,393 | $9,808-34.8% | $9,133-30.0% | $6,689-4.4% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |