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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 | $4,743 | $89,364-94.7% | $141,177-96.6% | $72,983-93.5% |
| Participation rate | 12.8% | 75.1%-62.3pp | 82.5%-69.7pp | 69.5%-56.7pp |
| Annual return | 0.00% | 111.86%-111.9pp | 71.40%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $679 | $5,419-87.5% | $6,710-89.9% | $3,608-81.2% |
| Admin fee / account holder | $6 | $5,959-99.9% | $10,263-99.9% | $5,124-99.9% |