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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 | $1,046 | $49,976-97.9% | $66,674-98.4% | $82,637-98.7% |
| Participation rate | 64.7% | 63.1%+1.6pp | 73.7%-9.0pp | 68.1%-3.3pp |
| Annual return | 0.00% | 39.09%-39.1pp | 321.24%-321.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $340 | $2,847-88.1% | $4,084-91.7% | $4,126-91.8% |
| Admin fee / account holder | $117 | $4,594-97.4% | $5,098-97.7% | $7,339-98.4% |