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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 | $3,663 | $79,449-95.4% | $189,575-98.1% | $85,847-95.7% |
| Participation rate | 12.5% | 66.0%-53.5pp | 78.4%-65.9pp | 69.3%-56.8pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $451 | $4,051-88.9% | $6,174-92.7% | $3,952-88.6% |
| Admin fee / account holder | $3 | $5,377-100.0% | $9,806-100.0% | $6,261-100.0% |