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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 | $338 | $69,708-99.5% | $67,560-99.5% | $74,478-99.5% |
| Participation rate | 26.7% | 71.4%-44.8pp | 72.9%-46.3pp | 67.2%-40.6pp |
| Annual return | 17.40% | -40.67%+58.1pp | 3533.50%-3516.1pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $2,737-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $44 | $3,637-98.8% | $4,004-98.9% | $4,350-99.0% |
| Admin fee / account holder | $1 | $887-99.9% | $3,994-100.0% | $1,946-99.9% |