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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 | $6,231 | $58,234-89.3% | $81,783-92.4% | $80,874-92.3% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 15.23% | 41.70%-26.5pp | 775.05%-759.8pp | 35.62%-20.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $85 | $3,283-97.4% | $4,320-98.0% | $4,297-98.0% |
| Admin fee / account holder | $24 | $4,982-99.5% | $7,380-99.7% | $6,935-99.7% |