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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 | $5,950 | $85,766-93.1% | $136,298-95.6% | $70,126-91.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,645 | $2,966-44.5% | $4,696-65.0% | $2,343-29.8% |
| Participant deferral / active EE | $2,129 | $5,051-57.9% | $6,247-65.9% | $3,332-36.1% |
| Admin fee / account holder | $39 | $5,421-99.3% | $9,244-99.6% | $4,645-99.2% |