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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 | $5,232 | $103,038-94.9% | $90,324-94.2% | $152,909-96.6% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.5%-55.2pp |
| Annual return | 0.00% | 95.25%-95.3pp | 78.15%-78.1pp | 345.46%-345.5pp |
| Employer contribution / active EE | $593 | $3,141-81.1% | $2,856-79.2% | $4,764-87.6% |
| Participant deferral / active EE | $724 | $4,282-83.1% | $3,885-81.4% | $5,851-87.6% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |