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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $2,181 | $175,036-98.8% | $52,425-95.8% | - |
| Participation rate | 63.6% | 60.2%+3.4pp | 55.6%+8.0pp | - |
| Annual return | 29.22% | 15.04%+14.2pp | 302.12%-272.9pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $914-100.0% | - |
| Participant deferral / active EE | $932 | $3,720-74.9% | $1,790-47.9% | - |
| Admin fee / account holder | $41 | $23,923-99.8% | $2,495-98.4% | - |