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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 | $1,196 | $22,602-94.7% | $65,583-98.2% | $75,177-98.4% |
| Participation rate | 9.2% | 63.1%-53.9pp | 65.0%-55.8pp | 67.2%-58.0pp |
| Annual return | 0.00% | 71.13%-71.1pp | 47.46%-47.5pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,692-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $118 | $1,695-93.0% | $2,833-95.8% | $4,126-97.1% |
| Admin fee / account holder | $14 | $1,877-99.3% | $4,112-99.7% | $5,651-99.8% |