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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 | $700 | $27,632-97.5% | $61,452-98.9% | $68,486-99.0% |
| Participation rate | 44.2% | 39.5%+4.7pp | 52.6%-8.3pp | 67.9%-23.7pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.96%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $158 | $696-77.3% | $1,160-86.4% | $2,597-93.9% |
| Participant deferral / active EE | $179 | $1,264-85.9% | $2,125-91.6% | $4,028-95.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,404-100.0% |