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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 | $5,449 | $72,404-92.5% | $110,241-95.1% | $64,181-91.5% |
| Participation rate | 16.1% | 73.3%-57.2pp | 79.8%-63.7pp | 69.6%-53.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.75%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $961 | $3,469-72.3% | $4,672-79.4% | $3,470-72.3% |
| Admin fee / account holder | $120 | $5,664-97.9% | $8,548-98.6% | $4,887-97.5% |