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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 | $6,153 | $111,878-94.5% | $93,727-93.4% | $145,897-95.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 0.00% | 204.28%-204.3pp | 133.83%-133.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $633 | $3,092-79.5% | $2,421-73.8% | $4,663-86.4% |
| Participant deferral / active EE | $902 | $4,920-81.7% | $4,417-79.6% | $6,689-86.5% |
| Admin fee / account holder | $7 | $10,256-99.9% | $8,292-99.9% | $13,390-99.9% |