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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 | $3,002 | $104,709-97.1% | $85,705-96.5% | $167,553-98.2% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.9%-44.9pp | 82.1%-57.1pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $896 | $4,827-81.4% | $3,924-77.2% | $6,343-85.9% |
| Admin fee / account holder | $5 | $10,036-99.9% | $6,877-99.9% | $12,316-100.0% |