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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 | $29,211 | $209,425-86.1% | $178,499-83.6% | $158,966-81.6% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 3443.59% | 188.80%+3254.8pp | 151.10%+3292.5pp | 302.95%+3140.6pp |
| Employer contribution / active EE | $610 | $5,707-89.3% | $5,011-87.8% | $4,762-87.2% |
| Participant deferral / active EE | $8,667 | $5,955+45.5% | $5,202+66.6% | $5,983+44.9% |
| Admin fee / account holder | $5 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |