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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 | $10,799 | $99,031-89.1% | $86,597-87.5% | $147,585-92.7% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 0.00% | 1312.56%-1312.6pp | 964.96%-965.0pp | 578.57%-578.6pp |
| Employer contribution / active EE | $218 | $3,132-93.0% | $2,840-92.3% | $4,876-95.5% |
| Participant deferral / active EE | $444 | $3,972-88.8% | $3,609-87.7% | $5,439-91.8% |
| Admin fee / account holder | $28 | $5,711-99.5% | $4,906-99.4% | $10,885-99.7% |