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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 | $2,989 | $80,753-96.3% | $136,298-97.8% | $62,293-95.2% |
| Participation rate | 36.9% | 73.5%-36.6pp | 81.9%-45.0pp | 69.5%-32.6pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5156.27%-5156.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $805 | $5,164-84.4% | $6,247-87.1% | $3,169-74.6% |
| Admin fee / account holder | $43 | $525-91.9% | $9,244-99.5% | $479-91.1% |