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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 | $2,112 | $90,467-97.7% | $93,759-97.7% | $134,532-98.4% |
| Participation rate | 35.7% | 82.0%-46.3pp | 81.0%-45.3pp | 81.2%-45.5pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,345-100.0% | $4,324-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $905 | $5,980-84.9% | $6,096-85.1% | $6,401-85.9% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |