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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 | $19,328 | $85,766-77.5% | $136,298-85.8% | $70,126-72.4% |
| Participation rate | 21.2% | 74.2%-52.9pp | 81.9%-60.7pp | 69.5%-48.3pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,137 | $5,051-57.7% | $6,247-65.8% | $3,332-35.9% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |