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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 | $1,068 | $59,267-98.2% | $96,575-98.9% | $79,393-98.7% |
| Participation rate | 11.8% | 61.9%-50.1pp | 69.8%-58.1pp | 70.7%-58.9pp |
| Annual return | 0.00% | 27.08%-27.1pp | 37.79%-37.8pp | 116.87%-116.9pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $123 | $2,947-95.8% | $3,849-96.8% | $4,046-97.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |