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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 | $15,765 | $166,268-90.5% | $165,100-90.5% | $145,897-89.2% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.6%-37.0pp | 80.3%-38.6pp |
| Annual return | 0.00% | 100.52%-100.5pp | 70.21%-70.2pp | 552.29%-552.3pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,391 | $6,964-80.0% | $6,035-77.0% | $6,689-79.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |