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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 | $9,946 | $183,516-94.6% | $155,534-93.6% | $145,884-93.2% |
| Participation rate | 47.6% | 82.7%-35.1pp | 78.2%-30.6pp | 80.3%-32.7pp |
| Annual return | 19.75% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $982 | $5,315-81.5% | $4,675-79.0% | $4,662-78.9% |
| Participant deferral / active EE | $3,053 | $6,467-52.8% | $5,630-45.8% | $6,690-54.4% |
| Admin fee / account holder | $129 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |