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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 | $132,099-98.8% | $115,599-98.7% | $138,895-98.9% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.3%-18.0pp | 79.9%-23.7pp |
| Annual return | 0.00% | 176.76%-176.8pp | 111.10%-111.1pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $981 | $5,617-82.5% | $4,889-79.9% | $6,396-84.7% |
| Admin fee / account holder | $34 | $15,650-99.8% | $12,841-99.7% | $12,562-99.7% |