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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 | $6,485 | $79,523-91.8% | $140,019-95.4% | $56,289-88.5% |
| Participation rate | 51.6% | 85.7%-34.1pp | 87.5%-35.9pp | 69.9%-18.3pp |
| Annual return | 0.00% | 2.39%-2.4pp | 651.17%-651.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,580 | $5,129-69.2% | $6,927-77.2% | $3,350-52.8% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |