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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 | $9,045 | $105,200-91.4% | $159,474-94.3% | $85,847-89.5% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.8%-21.8pp | 69.3%-8.3pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $730 | $3,319-78.0% | $4,831-84.9% | $2,565-71.6% |
| Participant deferral / active EE | $2,409 | $5,946-59.5% | $7,353-67.2% | $3,952-39.0% |
| Admin fee / account holder | $115 | $6,934-98.3% | $10,802-98.9% | $6,261-98.2% |