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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 | $14,289 | $160,028-91.1% | $147,080-90.3% | $145,884-90.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.24% | 98.60%-78.4pp | 420.17%-399.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $1,009 | $5,286-80.9% | $4,933-79.6% | $4,662-78.4% |
| Participant deferral / active EE | $3,553 | $8,422-57.8% | $8,066-56.0% | $6,690-46.9% |
| Admin fee / account holder | $28 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |