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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 | $946 | $61,125-98.5% | $94,057-99.0% | $87,485-98.9% |
| Participation rate | 42.9% | 64.1%-21.2pp | 73.3%-30.5pp | 68.9%-26.1pp |
| Annual return | 0.00% | 35.20%-35.2pp | 480.62%-480.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $435 | $3,260-86.7% | $4,709-90.8% | $4,274-89.8% |
| Admin fee / account holder | $0 | $5,629-100.0% | $7,244-100.0% | $7,775-100.0% |