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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 | $7,984 | $183,539-95.6% | $155,556-94.9% | $145,897-94.5% |
| Participation rate | 55.6% | 82.7%-27.2pp | 78.2%-22.7pp | 80.3%-24.8pp |
| Annual return | 20.93% | 61.31%-40.4pp | 64.84%-43.9pp | 552.29%-531.4pp |
| Employer contribution / active EE | $739 | $5,315-86.1% | $4,675-84.2% | $4,663-84.1% |
| Participant deferral / active EE | $2,761 | $6,467-57.3% | $5,631-51.0% | $6,689-58.7% |
| Admin fee / account holder | $33 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |