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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 | $4,768 | $82,678-94.2% | $125,391-96.2% | $68,490-93.0% |
| Participation rate | 10.5% | 75.1%-64.5pp | 82.4%-71.9pp | 67.9%-57.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $710 | $6,111-88.4% | $7,448-90.5% | $4,028-82.4% |
| Admin fee / account holder | $283 | $6,277-95.5% | $10,009-97.2% | $5,403-94.8% |