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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 | $8,630 | $183,539-95.3% | $155,556-94.5% | $145,897-94.1% |
| Participation rate | 34.8% | 82.7%-47.9pp | 78.2%-43.4pp | 80.3%-45.5pp |
| Annual return | 39.03% | 61.31%-22.3pp | 64.84%-25.8pp | 552.29%-513.3pp |
| Employer contribution / active EE | $344 | $5,315-93.5% | $4,675-92.6% | $4,663-92.6% |
| Participant deferral / active EE | $2,032 | $6,467-68.6% | $5,631-63.9% | $6,689-69.6% |
| Admin fee / account holder | $76 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |