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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 | $241 | $49,657-99.5% | $93,063-99.7% | $67,986-99.6% |
| Participation rate | 8.1% | 49.9%-41.8pp | 72.1%-64.0pp | 57.2%-49.1pp |
| Annual return | 0.00% | 26.27%-26.3pp | 34.15%-34.2pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $52 | $2,484-97.9% | $3,958-98.7% | $3,358-98.5% |
| Admin fee / account holder | $0 | $2,843-100.0% | $6,033-100.0% | $3,203-100.0% |