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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 | $13,535 | $135,639-90.0% | $110,241-87.7% | $135,382-90.0% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.8%-59.8pp | 82.6%-62.6pp |
| Annual return | 0.00% | 513.21%-513.2pp | 314.75%-314.7pp | 519.77%-519.8pp |
| Employer contribution / active EE | $1,446 | $4,907-70.5% | $3,827-62.2% | $4,779-69.7% |
| Participant deferral / active EE | $1,446 | $5,507-73.7% | $4,672-69.1% | $5,609-74.2% |
| Admin fee / account holder | $25 | $11,457-99.8% | $8,548-99.7% | $10,829-99.8% |