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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 | $2,147 | $84,953-97.5% | $163,379-98.7% | $82,637-97.4% |
| Participation rate | 17.4% | 65.9%-48.6pp | 76.8%-59.4pp | 68.1%-50.7pp |
| Annual return | 0.00% | 23.07%-23.1pp | 63.41%-63.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $361 | $4,326-91.7% | $6,282-94.3% | $4,126-91.3% |
| Admin fee / account holder | $0 | $7,921-100.0% | $9,818-100.0% | $7,339-100.0% |