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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 | $7,235 | $107,944-93.3% | $91,994-92.1% | $152,885-95.3% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.5%-42.5pp |
| Annual return | 0.00% | 89.26%-89.3pp | 69.03%-69.0pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,183 | $4,210-71.9% | $3,452-65.7% | $4,763-75.2% |
| Participant deferral / active EE | $1,477 | $6,365-76.8% | $5,923-75.1% | $5,851-74.8% |
| Admin fee / account holder | $14 | $10,521-99.9% | $7,743-99.8% | $11,598-99.9% |