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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 | $1,109 | $185,856-99.4% | $170,028-99.3% | $139,456-99.2% |
| Participation rate | 64.3% | 87.8%-23.5pp | 87.0%-22.7pp | 80.3%-16.0pp |
| Annual return | 0.00% | 60.52%-60.5pp | 53.39%-53.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $970 | $11,623-91.7% | $10,409-90.7% | $6,711-85.5% |
| Admin fee / account holder | $14 | $15,387-99.9% | $12,820-99.9% | $11,407-99.9% |