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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 | $14,995 | $209,336-92.8% | $197,124-92.4% | $137,256-89.1% |
| Participation rate | 55.6% | 87.3%-31.7pp | 86.7%-31.2pp | 80.0%-24.4pp |
| Annual return | 32.15% | 48.09%-15.9pp | 44.34%-12.2pp | 220.34%-188.2pp |
| Employer contribution / active EE | $1,115 | $6,591-83.1% | $6,227-82.1% | $4,156-73.2% |
| Participant deferral / active EE | $3,314 | $9,614-65.5% | $9,135-63.7% | $6,407-48.3% |
| Admin fee / account holder | $149 | $17,308-99.1% | $16,298-99.1% | $12,270-98.8% |