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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 | $5,213 | $115,814-95.5% | $101,275-94.9% | $158,982-96.7% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 44.19% | 56.16%-12.0pp | 46.48%-2.3pp | 302.99%-258.8pp |
| Employer contribution / active EE | $744 | $4,176-82.2% | $3,660-79.7% | $4,763-84.4% |
| Participant deferral / active EE | $2,216 | $4,958-55.3% | $4,371-49.3% | $5,983-63.0% |
| Admin fee / account holder | $151 | $7,249-97.9% | $5,948-97.5% | $11,252-98.7% |