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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 | $202 | $47,105-99.6% | $68,368-99.7% | $67,986-99.7% |
| Participation rate | 8.5% | 51.8%-43.2pp | 73.8%-65.2pp | 57.2%-48.7pp |
| Annual return | 0.00% | 48.37%-48.4pp | 292.57%-292.6pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $95 | $2,374-96.0% | $4,123-97.7% | $3,358-97.2% |
| Admin fee / account holder | $17 | $2,435-99.3% | $5,150-99.7% | $3,203-99.5% |