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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 | $1,578 | $67,396-97.7% | $60,919-97.4% | $134,545-98.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | 0.00% | 50.12%-50.1pp | 16.96%-17.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $557 | $3,101-82.0% | $2,704-79.4% | $4,742-88.2% |
| Participant deferral / active EE | $665 | $4,534-85.3% | $3,814-82.6% | $6,401-89.6% |
| Admin fee / account holder | $27 | $4,590-99.4% | $3,228-99.1% | $11,431-99.8% |