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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 | $6,122 | $117,694-94.8% | $71,755-91.5% | $134,532-95.4% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | 0.00% | 25.33%-25.3pp | 9.09%-9.1pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10 | $3,753-99.7% | $2,656-99.6% | $6,401-99.8% |
| Admin fee / account holder | $3 | $6,374-100.0% | $3,972-99.9% | $11,429-100.0% |