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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 | $10,876 | $148,582-92.7% | $135,942-92.0% | $139,456-92.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 101.16% | 79.26%+21.9pp | 68.28%+32.9pp | 373.45%-272.3pp |
| Employer contribution / active EE | $905 | $5,245-82.7% | $4,858-81.4% | $4,753-81.0% |
| Participant deferral / active EE | $4,756 | $8,101-41.3% | $7,759-38.7% | $6,711-29.1% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |