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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 | $16,346 | $162,136-89.9% | $152,301-89.3% | $154,746-89.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 31.26% | 91.02%-59.8pp | 80.50%-49.2pp | 172.34%-141.1pp |
| Employer contribution / active EE | $769 | $4,890-84.3% | $4,624-83.4% | $4,379-82.5% |
| Participant deferral / active EE | $3,050 | $8,341-63.4% | $8,004-61.9% | $6,730-54.7% |
| Admin fee / account holder | $51 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |