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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 | $6,386 | $59,116-89.2% | $86,438-92.6% | $68,486-90.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $459 | $2,519-81.8% | $3,769-87.8% | $2,597-82.3% |
| Participant deferral / active EE | $562 | $5,902-90.5% | $6,952-91.9% | $4,028-86.1% |
| Admin fee / account holder | $2 | $5,639-100.0% | $6,733-100.0% | $5,404-100.0% |