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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 | $7,494 | $165,361-95.5% | $149,715-95.0% | $158,950-95.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 67.12% | 348.24%-281.1pp | 276.66%-209.5pp | 302.91%-235.8pp |
| Employer contribution / active EE | $665 | $5,103-87.0% | $4,645-85.7% | $4,762-86.0% |
| Participant deferral / active EE | $4,200 | $7,182-41.5% | $6,842-38.6% | $5,983-29.8% |
| Admin fee / account holder | $101 | $10,808-99.1% | $9,310-98.9% | $11,248-99.1% |