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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 | $17,368 | $198,457-91.2% | $170,435-89.8% | $147,586-88.2% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 40.54% | 257.30%-216.8pp | 205.94%-165.4pp | 578.59%-538.1pp |
| Employer contribution / active EE | $283 | $6,183-95.4% | $5,432-94.8% | $4,876-94.2% |
| Participant deferral / active EE | $2,272 | $5,629-59.6% | $4,939-54.0% | $5,439-58.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |