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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 | $16,764 | $176,077-90.5% | $159,455-89.5% | $167,518-90.0% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 18.89% | 331.83%-312.9pp | 263.63%-244.7pp | 478.71%-459.8pp |
| Employer contribution / active EE | $590 | $5,298-88.9% | $4,830-87.8% | $4,838-87.8% |
| Participant deferral / active EE | $5,571 | $7,751-28.1% | $7,353-24.2% | $6,342-12.2% |
| Admin fee / account holder | $213 | $12,556-98.3% | $10,800-98.0% | $12,312-98.3% |