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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 | $11,392 | $175,231-93.5% | $149,696-92.4% | $139,466-91.8% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 35.84% | 166.77%-130.9pp | 134.46%-98.6pp | 373.66%-337.8pp |
| Employer contribution / active EE | $855 | $5,478-84.4% | $4,821-82.3% | $4,754-82.0% |
| Participant deferral / active EE | $3,940 | $6,521-39.6% | $5,682-30.7% | $6,712-41.3% |
| Admin fee / account holder | $160 | $16,155-99.0% | $13,212-98.8% | $11,409-98.6% |