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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 | $121,671-99.7% | $211,142-99.8% | $64,340-99.4% |
| Participation rate | 24.9% | 76.5%-51.6pp | 87.3%-62.4pp | 55.2%-30.4pp |
| Annual return | 0.00% | 21.43%-21.4pp | 46.84%-46.8pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $6,442-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $85 | $6,049-98.6% | $9,284-99.1% | $2,980-97.1% |
| Admin fee / account holder | $3 | $4,774-99.9% | $19,076-100.0% | $3,703-99.9% |