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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 | $7,373 | $148,629-95.0% | $135,982-94.6% | $139,487-94.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 312.32% | 79.33%+233.0pp | 68.32%+244.0pp | 373.84%-61.5pp |
| Employer contribution / active EE | $485 | $5,247-90.8% | $4,859-90.0% | $4,755-89.8% |
| Participant deferral / active EE | $3,010 | $8,102-62.9% | $7,760-61.2% | $6,713-55.2% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,407-99.8% |