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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 | $509 | $73,107-99.3% | $114,563-99.6% | $87,485-99.4% |
| Participation rate | 25.9% | 65.8%-39.9pp | 72.9%-47.0pp | 68.9%-43.1pp |
| Annual return | 0.00% | 19.47%-19.5pp | 241.09%-241.1pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $189 | $3,144-94.0% | $4,142-95.4% | $4,274-95.6% |
| Admin fee / account holder | $0 | $5,770-100.0% | $7,623-100.0% | $7,775-100.0% |