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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $1,071 | $48,274-97.8% | $63,244-98.3% | $59,633-98.2% |
| Participation rate | 17.3% | 66.3%-49.0pp | 71.0%-53.7pp | 68.7%-51.4pp |
| Annual return | 0.00% | -240.79%+240.8pp | -70.31%+70.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $91 | $1,586-94.3% | $2,322-96.1% | $2,203-95.9% |
| Participant deferral / active EE | $1,383 | $2,343-41.0% | $2,953-53.2% | $3,192-56.7% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |