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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 | $12,545 | $183,592-93.2% | $155,574-91.9% | $145,877-91.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.77% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $768 | $5,317-85.5% | $4,676-83.6% | $4,663-83.5% |
| Participant deferral / active EE | $2,175 | $6,466-66.4% | $5,629-61.4% | $6,691-67.5% |
| Admin fee / account holder | $114 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |