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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 | $1,533 | $139,948-98.9% | $121,663-98.7% | $154,746-99.0% |
| Participation rate | 56.3% | 78.0%-21.8pp | 74.5%-18.2pp | 80.7%-24.5pp |
| Annual return | 0.00% | 230.52%-230.5pp | 147.54%-147.5pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $981 | $5,629-82.6% | $4,887-79.9% | $6,730-85.4% |
| Admin fee / account holder | $34 | $17,321-99.8% | $14,289-99.8% | $14,365-99.8% |