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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 | $1,787 | $144,130-98.8% | $117,861-98.5% | $147,586-98.8% |
| Participation rate | 56.3% | 83.4%-27.2pp | 79.7%-23.4pp | 82.8%-26.6pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $917 | $4,897-81.3% | $3,786-75.8% | $4,876-81.2% |
| Participant deferral / active EE | $1,187 | $5,316-77.7% | $4,482-73.5% | $5,439-78.2% |
| Admin fee / account holder | $67 | $10,887-99.4% | $8,021-99.2% | $10,886-99.4% |