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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 | $19,021 | $198,457-90.4% | $170,435-88.8% | $147,586-87.1% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 27.48% | 257.30%-229.8pp | 205.94%-178.5pp | 578.59%-551.1pp |
| Employer contribution / active EE | $989 | $6,183-84.0% | $5,432-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $1,994 | $5,629-64.6% | $4,939-59.6% | $5,439-63.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |