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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 | $5,114 | $105,158-95.1% | $94,672-94.6% | $139,487-96.3% |
| Participation rate | 36.8% | 82.4%-45.5pp | 80.8%-44.0pp | 80.3%-43.5pp |
| Annual return | 0.00% | 38.11%-38.1pp | 156.89%-156.9pp | 373.84%-373.8pp |
| Employer contribution / active EE | $698 | $4,107-83.0% | $3,673-81.0% | $4,755-85.3% |
| Participant deferral / active EE | $1,400 | $7,599-81.6% | $7,417-81.1% | $6,713-79.1% |
| Admin fee / account holder | $253 | $8,972-97.2% | $7,222-96.5% | $11,407-97.8% |