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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 | $10,038 | $138,078-92.7% | $125,363-92.0% | $134,509-92.5% |
| Participation rate | 36.4% | 84.5%-48.1pp | 82.4%-46.0pp | 81.2%-44.9pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,104 | $5,245-40.8% | $4,815-35.5% | $4,741-34.5% |
| Participant deferral / active EE | $1,134 | $7,800-85.5% | $7,447-84.8% | $6,400-82.3% |
| Admin fee / account holder | $73 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |