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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 | $278 | $216,269-99.9% | $143,799-99.8% | - |
| Participation rate | 64.6% | 60.2%+4.4pp | 80.3%-15.7pp | - |
| Annual return | 0.00% | -15.44%+15.4pp | -0.04%0pp | - |
| Employer contribution / active EE | $0 | $1,888-100.0% | $4,952-100.0% | - |
| Participant deferral / active EE | $186 | $2,498-92.6% | $5,638-96.7% | - |
| Admin fee / account holder | $3 | $36,574-100.0% | $14,677-100.0% | - |