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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 | $15,797 | $85,766-81.6% | $136,297-88.4% | $70,124-77.5% |
| Participation rate | 59.1% | 74.2%-15.0pp | 81.9%-22.8pp | 69.5%-10.4pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5156.19%-5156.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,357 | $2,966-54.2% | $4,696-71.1% | $2,342-42.1% |
| Participant deferral / active EE | $1,417 | $5,051-72.0% | $6,247-77.3% | $3,332-57.5% |
| Admin fee / account holder | $51 | $5,420-99.1% | $9,244-99.4% | $4,645-98.9% |