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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 | $1,479 | $75,959-98.1% | $154,114-99.0% | $64,181-97.7% |
| Participation rate | 29.1% | 70.4%-41.3pp | 83.0%-53.9pp | 69.6%-40.5pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $682 | $3,175-78.5% | $5,081-86.6% | $3,470-80.3% |
| Admin fee / account holder | $164 | $5,589-97.1% | $13,411-98.8% | $4,887-96.6% |