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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 | $14,588 | $183,516-92.1% | $155,534-90.6% | $145,884-90.0% |
| Participation rate | 26.7% | 82.7%-56.0pp | 78.2%-51.6pp | 80.3%-53.6pp |
| Annual return | 26.56% | 61.43%-34.9pp | 64.92%-38.4pp | 551.85%-525.3pp |
| Employer contribution / active EE | $460 | $5,315-91.3% | $4,675-90.2% | $4,662-90.1% |
| Participant deferral / active EE | $3,378 | $6,467-47.8% | $5,630-40.0% | $6,690-49.5% |
| Admin fee / account holder | $29 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |