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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 | $373 | $50,761-99.3% | $94,105-99.6% | $71,012-99.5% |
| Participation rate | 18.5% | 52.1%-33.6pp | 71.9%-53.4pp | 58.6%-40.0pp |
| Annual return | 0.00% | 18.04%-18.0pp | 204.55%-204.6pp | 37.67%-37.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,504-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $82 | $2,527-96.8% | $3,881-97.9% | $3,246-97.5% |
| Admin fee / account holder | $38 | $653-94.2% | $6,199-99.4% | $1,167-96.7% |