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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 | $7,656 | $107,363-92.9% | $92,909-91.8% | $152,897-95.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $809 | $4,222-80.8% | $3,653-77.8% | $4,764-83.0% |
| Participant deferral / active EE | $1,222 | $4,848-74.8% | $4,238-71.2% | $5,851-79.1% |
| Admin fee / account holder | $36 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |