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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 | $16,866 | $197,637-91.5% | $177,848-90.5% | $158,982-89.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 40.58% | 58.77%-18.2pp | 48.33%-7.7pp | 302.99%-262.4pp |
| Employer contribution / active EE | $1,040 | $6,698-84.5% | $5,919-82.4% | $4,763-78.2% |
| Participant deferral / active EE | $3,435 | $8,405-59.1% | $7,714-55.5% | $5,983-42.6% |
| Admin fee / account holder | $46 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |