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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 | $2,713 | $69,012-96.1% | $160,009-98.3% | $68,486-96.0% |
| Participation rate | 14.3% | 65.4%-51.1pp | 78.0%-63.7pp | 67.9%-53.6pp |
| Annual return | 0.00% | -9.65%+9.7pp | 408.85%-408.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $393 | $4,212-90.7% | $6,183-93.6% | $4,028-90.2% |
| Admin fee / account holder | $3 | $4,798-99.9% | $8,715-100.0% | $5,404-100.0% |