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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 | $6,921 | $217,432-96.8% | $185,849-96.3% | $167,536-95.9% |
| Participation rate | 68.8% | 86.1%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 19.31% | 148.42%-129.1pp | 122.10%-102.8pp | 478.82%-459.5pp |
| Employer contribution / active EE | $846 | $5,875-85.6% | $5,169-83.6% | $4,839-82.5% |
| Participant deferral / active EE | $2,587 | $6,357-59.3% | $5,569-53.5% | $6,342-59.2% |
| Admin fee / account holder | $4 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |