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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 | $6,271 | $49,891-87.4% | $80,607-92.2% | $75,181-91.7% |
| Participation rate | 11.8% | 55.3%-43.6pp | 67.0%-55.2pp | 67.2%-55.4pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $261 | $1,698-84.7% | $2,724-90.4% | $2,671-90.2% |
| Participant deferral / active EE | $433 | $2,991-85.5% | $4,448-90.3% | $4,126-89.5% |
| Admin fee / account holder | $0 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |