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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 | $3,642 | $93,124-96.1% | $77,100-95.3% | $134,545-97.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $684 | $3,421-80.0% | $2,815-75.7% | $4,742-85.6% |
| Participant deferral / active EE | $764 | $5,242-85.4% | $4,430-82.8% | $6,401-88.1% |
| Admin fee / account holder | $4 | $6,970-99.9% | $5,443-99.9% | $11,431-100.0% |