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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 | $19,137 | $202,342-90.5% | $172,752-88.9% | $152,897-87.5% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.5%-26.2pp |
| Annual return | 0.00% | 1029.83%-1029.8pp | 802.97%-803.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,275 | $5,858-78.2% | $5,144-75.2% | $4,764-73.2% |
| Participant deferral / active EE | $1,912 | $5,948-67.9% | $5,198-63.2% | $5,851-67.3% |
| Admin fee / account holder | $146 | $17,111-99.1% | $13,955-99.0% | $11,599-98.7% |