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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 | $325 | $58,275-99.4% | $81,844-99.6% | $80,935-99.6% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.4%-15.2pp | 67.7%-10.5pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $273 | $3,285-91.7% | $4,323-93.7% | $4,299-93.7% |
| Admin fee / account holder | $36 | $4,749-99.2% | $7,355-99.5% | $6,924-99.5% |