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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 | $841 | $39,286-97.9% | $80,741-99.0% | $79,391-98.9% |
| Participation rate | 13.8% | 41.0%-27.2pp | 54.2%-40.4pp | 70.7%-56.9pp |
| Annual return | 0.00% | 98.95%-98.9pp | 87.30%-87.3pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $39 | $1,264-96.9% | $2,145-98.2% | $4,046-99.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $627-100.0% |