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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 | $1,984 | $100,938-98.0% | $90,461-97.8% | $158,982-98.8% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 0.00% | 1727.20%-1727.2pp | 1294.76%-1294.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $615 | $3,691-83.3% | $3,264-81.2% | $4,763-87.1% |
| Participant deferral / active EE | $615 | $4,350-85.9% | $3,964-84.5% | $5,983-89.7% |
| Admin fee / account holder | $3 | $6,510-99.9% | $5,617-99.9% | $11,252-100.0% |