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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 | $17,412 | $166,131-89.5% | $164,975-89.4% | $145,877-88.1% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 18.29% | 100.37%-82.1pp | 70.12%-51.8pp | 551.28%-533.0pp |
| Employer contribution / active EE | $659 | $5,276-87.5% | $4,343-84.8% | $4,663-85.9% |
| Participant deferral / active EE | $3,690 | $6,962-47.0% | $6,033-38.8% | $6,691-44.8% |
| Admin fee / account holder | $52 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |