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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 | $7,116 | $58,895-87.9% | $178,503-96.0% | $73,497-90.3% |
| Participation rate | 16.2% | 66.2%-50.0pp | 81.9%-65.7pp | 70.7%-54.4pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.12%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $444 | $2,236-80.2% | $5,011-91.1% | $2,270-80.5% |
| Participant deferral / active EE | $681 | $2,567-73.5% | $5,202-86.9% | $3,740-81.8% |
| Admin fee / account holder | $7 | $400-98.3% | $13,987-100.0% | $513-98.7% |