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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 | $4,331 | $39,798-89.1% | $67,704-93.6% | $59,633-92.7% |
| Participation rate | 7.1% | 57.4%-50.2pp | 67.5%-60.4pp | 68.7%-61.5pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $84 | $2,335-96.4% | $3,585-97.7% | $3,192-97.4% |
| Admin fee / account holder | $168 | $3,212-94.8% | $4,255-96.1% | $4,297-96.1% |