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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 | $3,515 | $95,415-96.3% | $185,851-98.1% | $85,851-95.9% |
| Participation rate | 19.0% | 68.8%-49.7pp | 81.7%-62.7pp | 69.3%-50.3pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $409 | $3,424-88.1% | $5,569-92.7% | $3,952-89.7% |
| Admin fee / account holder | $0 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |