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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 | $218 | $45,626-99.5% | $94,105-99.8% | $64,097-99.7% |
| Participation rate | 40.7% | 48.0%-7.4pp | 71.9%-31.3pp | 55.2%-14.5pp |
| Annual return | 0.00% | 28.23%-28.2pp | 204.55%-204.6pp | 34.64%-34.6pp |
| Employer contribution / active EE | $0 | $1,171-100.0% | $2,504-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $82 | $2,128-96.2% | $3,881-97.9% | $3,080-97.4% |
| Admin fee / account holder | $0 | $2,872-100.0% | $6,199-100.0% | $3,454-100.0% |