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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 | $362 | $122,258-99.7% | $199,883-99.8% | $64,097-99.4% |
| Participation rate | 24.9% | 79.0%-54.1pp | 86.8%-61.9pp | 55.2%-30.3pp |
| Annual return | 0.00% | 24.91%-24.9pp | 43.81%-43.8pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $4,242-100.0% | $6,261-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $85 | $6,258-98.6% | $9,138-99.1% | $3,080-97.2% |
| Admin fee / account holder | $3 | $3,882-99.9% | $17,268-100.0% | $3,454-99.9% |