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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 | $6,756 | $89,370-92.4% | $141,197-95.2% | $72,976-90.7% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $629 | $3,115-79.8% | $4,736-86.7% | $2,440-74.2% |
| Participant deferral / active EE | $1,070 | $5,419-80.3% | $6,710-84.1% | $3,608-70.3% |
| Admin fee / account holder | $83 | $5,957-98.6% | $10,265-99.2% | $5,124-98.4% |