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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 | $4,665 | $63,342-92.6% | $92,236-94.9% | $70,131-93.3% |
| Participation rate | 65.9% | 68.7%-2.8pp | 76.5%-10.6pp | 69.5%-3.6pp |
| Annual return | 0.00% | 530.15%-530.2pp | 176.29%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,920 | $2,471+18.1% | $3,679-20.7% | $2,342+24.6% |
| Participant deferral / active EE | $393 | $2,854-86.2% | $3,897-89.9% | $3,332-88.2% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |