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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 | $1,677 | $25,972-93.5% | - | $72,975-97.7% |
| Participation rate | 20.0% | 52.8%-32.8pp | - | 69.5%-49.5pp |
| Annual return | 30.27% | 20.47%+9.8pp | - | 81.01%-50.7pp |
| Employer contribution / active EE | $0 | $2,171-100.0% | - | $2,440-100.0% |
| Participant deferral / active EE | $211 | $2,560-91.8% | - | $3,608-94.1% |
| Admin fee / account holder | $157 | $2,104-92.5% | - | $5,124-96.9% |