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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 | $2,059 | $81,233-97.5% | $155,567-98.7% | $80,874-97.5% |
| Participation rate | 26.5% | 66.2%-39.8pp | 78.2%-51.7pp | 67.6%-41.2pp |
| Annual return | 0.00% | 33.33%-33.3pp | 64.74%-64.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $529 | $3,452-84.7% | $5,628-90.6% | $4,297-87.7% |
| Admin fee / account holder | $7 | $7,998-99.9% | $15,916-100.0% | $6,935-99.9% |