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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 | $13,498 | $166,242-91.9% | $165,071-91.8% | $145,884-90.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 14.20% | 100.44%-86.2pp | 70.17%-56.0pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,103 | $5,283-79.1% | $4,347-74.6% | $4,662-76.3% |
| Participant deferral / active EE | $2,073 | $6,964-70.2% | $6,035-65.7% | $6,690-69.0% |
| Admin fee / account holder | $49 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |