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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 | $11,075 | $129,737-91.5% | $119,126-90.7% | $154,746-92.8% |
| Participation rate | 47.4% | 78.9%-31.5pp | 75.8%-28.4pp | 80.7%-33.3pp |
| Annual return | 28.01% | 379.08%-351.1pp | 282.11%-254.1pp | 172.34%-144.3pp |
| Employer contribution / active EE | $745 | $4,375-83.0% | $4,034-81.5% | $4,379-83.0% |
| Participant deferral / active EE | $2,020 | $5,842-65.4% | $5,318-62.0% | $6,730-70.0% |
| Admin fee / account holder | $162 | $11,961-98.6% | $10,693-98.5% | $14,365-98.9% |