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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 | $21,855 | $217,432-89.9% | $185,849-88.2% | $167,536-87.0% |
| Participation rate | 22.2% | 86.1%-63.8pp | 81.7%-59.5pp | 82.1%-59.9pp |
| Annual return | 38.42% | 148.42%-110.0pp | 122.10%-83.7pp | 478.82%-440.4pp |
| Employer contribution / active EE | $544 | $5,875-90.7% | $5,169-89.5% | $4,839-88.7% |
| Participant deferral / active EE | $3,067 | $6,357-51.8% | $5,569-44.9% | $6,342-51.6% |
| Admin fee / account holder | $44 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |