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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 | $17,789 | $165,381-89.2% | $149,730-88.1% | $158,966-88.8% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 63.10% | 348.29%-285.2pp | 276.70%-213.6pp | 302.95%-239.8pp |
| Employer contribution / active EE | $411 | $5,104-91.9% | $4,645-91.1% | $4,762-91.4% |
| Participant deferral / active EE | $3,568 | $7,182-50.3% | $6,843-47.9% | $5,983-40.4% |
| Admin fee / account holder | $42 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |