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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 | $2,233 | $118,708-98.1% | $98,920-97.7% | $158,966-98.6% |
| Participation rate | 36.4% | 77.8%-41.5pp | 76.0%-39.7pp | 82.0%-45.6pp |
| Annual return | 0.00% | 372.49%-372.5pp | 196.47%-196.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $778 | $5,089-84.7% | $4,245-81.7% | $5,983-87.0% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |