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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 | $1,241 | $52,884-97.7% | $84,751-98.5% | $55,167-97.8% |
| Participation rate | 18.4% | 67.5%-49.1pp | 76.6%-58.1pp | 69.0%-50.5pp |
| Annual return | 0.00% | 18.03%-18.0pp | 22.78%-22.8pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $171 | $2,644-93.5% | $3,712-95.4% | $3,054-94.4% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |