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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 | $1,325 | $82,674-98.4% | $125,381-98.9% | $68,486-98.1% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.4%-14.4pp | 67.9%+0.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $967 | $6,111-84.2% | $7,448-87.0% | $4,028-76.0% |
| Admin fee / account holder | $14 | $6,277-99.8% | $10,007-99.9% | $5,404-99.7% |