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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 | $1,648 | $102,595-98.4% | $94,057-98.2% | $154,746-98.9% |
| Participation rate | 53.3% | 76.0%-22.7pp | 73.3%-20.0pp | 80.7%-27.4pp |
| Annual return | 0.00% | 583.42%-583.4pp | 480.62%-480.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $907 | $5,118-82.3% | $4,709-80.7% | $6,730-86.5% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |