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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 | $3,831 | $124,175-96.9% | $108,405-96.5% | $167,553-97.7% |
| Participation rate | 46.2% | 82.3%-36.1pp | 80.1%-34.0pp | 82.1%-36.0pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $561 | $4,188-86.6% | $3,559-84.2% | $4,840-88.4% |
| Participant deferral / active EE | $1,197 | $6,908-82.7% | $6,563-81.8% | $6,343-81.1% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |