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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 | $32,038 | $184,000-82.6% | $162,185-80.2% | $152,909-79.0% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.5%-24.1pp |
| Annual return | 29.21% | 150.80%-121.6pp | 115.61%-86.4pp | 345.46%-316.3pp |
| Employer contribution / active EE | $949 | $6,370-85.1% | $5,613-83.1% | $4,764-80.1% |
| Participant deferral / active EE | $5,720 | $8,033-28.8% | $7,297-21.6% | $5,851-2.2% |
| Admin fee / account holder | $113 | $13,124-99.1% | $10,844-99.0% | $11,601-99.0% |