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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 | $2,897 | $54,573-94.7% | $90,970-96.8% | $73,493-96.1% |
| Participation rate | 9.2% | 61.2%-52.0pp | 69.0%-59.8pp | 70.7%-61.5pp |
| Annual return | 0.00% | 16.69%-16.7pp | 134.58%-134.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $397 | $2,517-84.2% | $3,373-88.2% | $3,740-89.4% |
| Admin fee / account holder | $7 | $521-98.7% | $5,960-99.9% | $513-98.6% |