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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 | $24,531 | $209,425-88.3% | $178,499-86.3% | $158,966-84.6% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 18.43% | 188.80%-170.4pp | 151.10%-132.7pp | 302.95%-284.5pp |
| Employer contribution / active EE | $890 | $5,707-84.4% | $5,011-82.2% | $4,762-81.3% |
| Participant deferral / active EE | $3,619 | $5,955-39.2% | $5,202-30.4% | $5,983-39.5% |
| Admin fee / account holder | $104 | $17,078-99.4% | $13,986-99.3% | $11,250-99.1% |