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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 | $1,953 | $54,357-96.4% | $82,706-97.6% | $68,495-97.1% |
| Participation rate | 37.0% | 63.9%-26.9pp | 72.6%-35.5pp | 67.9%-30.9pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.76%-701.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $308 | $2,218-86.1% | $3,007-89.8% | $2,596-88.1% |
| Participant deferral / active EE | $419 | $3,246-87.1% | $4,394-90.5% | $4,028-89.6% |
| Admin fee / account holder | $11 | $4,396-99.7% | $5,329-99.8% | $5,403-99.8% |