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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 | $15,709 | $56,200-72.0% | $67,653-76.8% | $59,633-73.7% |
| Participation rate | 41.7% | 71.5%-29.8pp | 75.7%-34.0pp | 68.7%-27.0pp |
| Annual return | 0.00% | 18506.71%-18506.7pp | 6625.22%-6625.2pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $396 | $1,615-75.5% | $2,266-82.5% | $2,203-82.0% |
| Participant deferral / active EE | $837 | $2,843-70.6% | $3,560-76.5% | $3,192-73.8% |
| Admin fee / account holder | $172 | $3,959-95.7% | $4,821-96.4% | $4,297-96.0% |