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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 | $13,806 | $160,028-91.4% | $147,080-90.6% | $145,884-90.5% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 16.53% | 98.60%-82.1pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,525 | $8,422-58.1% | $8,066-56.3% | $6,690-47.3% |
| Admin fee / account holder | $287 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |