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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 | $13,117 | $201,344-93.5% | $184,243-92.9% | $145,877-91.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.49% | 29.01%-18.5pp | 28.82%-18.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,425 | $7,022-79.7% | $6,427-77.8% | $4,663-69.4% |
| Participant deferral / active EE | $3,340 | $9,807-65.9% | $9,132-63.4% | $6,691-50.1% |
| Admin fee / account holder | $253 | $16,382-98.5% | $13,914-98.2% | $13,402-98.1% |