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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 | $18,631 | $166,268-88.8% | $165,100-88.7% | $145,897-87.2% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.6%-58.6pp | 80.3%-60.3pp |
| Annual return | 13.33% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $576 | $5,284-89.1% | $4,348-86.8% | $4,663-87.6% |
| Participant deferral / active EE | $2,027 | $6,964-70.9% | $6,035-66.4% | $6,689-69.7% |
| Admin fee / account holder | $136 | $16,659-99.2% | $12,696-98.9% | $13,390-99.0% |