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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 | $6,792 | $57,305-88.1% | $86,640-92.2% | $75,173-91.0% |
| Participation rate | 14.0% | 63.2%-49.2pp | 71.7%-57.7pp | 67.2%-53.2pp |
| Annual return | 0.00% | 2674.24%-2674.2pp | 592.52%-592.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $333 | $2,316-85.6% | $3,024-89.0% | $2,671-87.5% |
| Participant deferral / active EE | $535 | $3,320-83.9% | $4,438-87.9% | $4,126-87.0% |
| Admin fee / account holder | $11 | $4,116-99.7% | $5,616-99.8% | $5,651-99.8% |