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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 | $1,127 | $87,878-98.7% | $97,411-98.8% | $82,637-98.6% |
| Participation rate | 40.0% | 75.6%-35.6pp | 80.4%-40.4pp | 68.1%-28.1pp |
| Annual return | 0.00% | 54.63%-54.6pp | 34.72%-34.7pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $428 | $5,525-92.2% | $5,886-92.7% | $4,126-89.6% |
| Admin fee / account holder | $1 | $6,743-100.0% | $7,145-100.0% | $7,339-100.0% |