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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 | $20,162 | $157,276-87.2% | $141,177-85.7% | $152,885-86.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 15.53% | 64.33%-48.8pp | 71.40%-55.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $620 | $5,262-88.2% | $4,736-86.9% | $4,763-87.0% |
| Participant deferral / active EE | $4,072 | $7,110-42.7% | $6,710-39.3% | $5,851-30.4% |
| Admin fee / account holder | $95 | $12,123-99.2% | $10,263-99.1% | $11,598-99.2% |