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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 | $14,309 | $198,457-92.8% | $170,435-91.6% | $147,586-90.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 27.28% | 257.30%-230.0pp | 205.94%-178.7pp | 578.59%-551.3pp |
| Employer contribution / active EE | $746 | $6,183-87.9% | $5,432-86.3% | $4,876-84.7% |
| Participant deferral / active EE | $5,670 | $5,629+0.7% | $4,939+14.8% | $5,439+4.2% |
| Admin fee / account holder | $15 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |