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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 | $4,372 | $103,392-95.8% | $87,104-95.0% | $152,897-97.1% |
| Participation rate | 35.0% | 79.4%-44.4pp | 76.9%-41.9pp | 82.5%-47.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $710 | $4,778-85.1% | $4,048-82.5% | $5,851-87.9% |
| Admin fee / account holder | $8 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |