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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 | $3,574 | $80,753-95.6% | $136,298-97.4% | $62,293-94.3% |
| Participation rate | 64.4% | 73.5%-9.1pp | 81.9%-17.5pp | 69.5%-5.1pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,963 | $5,164-62.0% | $6,247-68.6% | $3,169-38.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |