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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 | $4,562 | $183,516-97.5% | $155,534-97.1% | $145,884-96.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.57% | 61.43%-47.9pp | 64.92%-51.3pp | 551.85%-538.3pp |
| Employer contribution / active EE | $560 | $5,315-89.5% | $4,675-88.0% | $4,662-88.0% |
| Participant deferral / active EE | $2,889 | $6,467-55.3% | $5,630-48.7% | $6,690-56.8% |
| Admin fee / account holder | $44 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |