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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 | $2,965 | $100,895-97.1% | $90,430-96.7% | $158,950-98.1% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 0.00% | 1725.54%-1725.5pp | 1293.73%-1293.7pp | 302.91%-302.9pp |
| Employer contribution / active EE | $324 | $3,689-91.2% | $3,262-90.1% | $4,762-93.2% |
| Participant deferral / active EE | $327 | $4,347-92.5% | $3,963-91.8% | $5,983-94.5% |
| Admin fee / account holder | $7 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |