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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 | $4,750 | $59,632-92.0% | - | $59,632-92.0% |
| Participation rate | 23.3% | 68.7%-45.3pp | - | 68.7%-45.3pp |
| Annual return | 0.00% | 2041.32%-2041.3pp | - | 2041.32%-2041.3pp |
| Employer contribution / active EE | $375 | $2,203-83.0% | - | $2,203-83.0% |
| Participant deferral / active EE | $537 | $3,192-83.2% | - | $3,192-83.2% |
| Admin fee / account holder | $0 | $4,297-100.0% | - | $4,297-100.0% |