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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 | $2,708 | $79,025-96.6% | - | $273,972-99.0% |
| Participation rate | 15.8% | 74.3%-58.5pp | - | 83.0%-67.2pp |
| Annual return | 29.11% | 18.58%+10.5pp | - | 41.46%-12.3pp |
| Employer contribution / active EE | $0 | $4,094-100.0% | - | $4,869-100.0% |
| Participant deferral / active EE | $323 | $3,420-90.5% | - | $5,287-93.9% |
| Admin fee / account holder | $136 | $13,337-99.0% | - | $10,133-98.7% |