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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 | $31,102 | $183,988-83.1% | $162,177-80.8% | $152,897-79.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 26.45% | 150.79%-124.3pp | 115.60%-89.2pp | 345.43%-319.0pp |
| Employer contribution / active EE | $772 | $6,370-87.9% | $5,613-86.2% | $4,764-83.8% |
| Participant deferral / active EE | $3,346 | $8,032-58.3% | $7,297-54.1% | $5,851-42.8% |
| Admin fee / account holder | $118 | $13,123-99.1% | $10,843-98.9% | $11,599-99.0% |