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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 | $440 | $61,338-99.3% | $149,717-99.7% | $71,495-99.4% |
| Participation rate | 29.8% | 62.5%-32.7pp | 78.8%-48.9pp | 67.9%-38.1pp |
| Annual return | 0.00% | 35.86%-35.9pp | 134.41%-134.4pp | 28.85%-28.9pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $121 | $2,919-95.9% | $5,682-97.9% | $4,291-97.2% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,213-100.0% | $1,588-100.0% |