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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 | $5,332 | $45,283-88.2% | $155,789-96.6% | $52,331-89.8% |
| Participation rate | 5.3% | 62.2%-56.9pp | 76.1%-70.8pp | 68.1%-62.8pp |
| Annual return | 0.00% | 1.80%-1.8pp | 71.54%-71.5pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $110 | $2,854-96.1% | $4,798-97.7% | $3,022-96.3% |
| Admin fee / account holder | $95 | $981-90.3% | $7,477-98.7% | $592-84.0% |