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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 | $3,185 | $44,103-92.8% | $75,826-95.8% | $64,173-95.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 68.2%-68.2pp | 69.6%-69.6pp |
| Annual return | -7.79% | -4.72%-3.1pp | 1914.15%-1921.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1 | $2,204-99.9% | $2,862-100.0% | $3,470-100.0% |
| Admin fee / account holder | $85 | $3,506-97.6% | $4,726-98.2% | $4,887-98.3% |