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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 | $300 | $27,632-98.9% | $61,399-99.5% | $68,495-99.6% |
| Participation rate | 48.2% | 39.5%+8.7pp | 52.6%-4.4pp | 67.9%-19.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $211 | $1,264-83.3% | $2,124-90.0% | $4,028-94.8% |
| Admin fee / account holder | $46 | $2,010-97.7% | $2,131-97.9% | $5,403-99.2% |