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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 | $1,707 | $103,000-98.3% | $90,300-98.1% | $152,885-98.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 0.00% | 95.19%-95.2pp | 78.11%-78.1pp | 345.39%-345.4pp |
| Employer contribution / active EE | $233 | $3,138-92.6% | $2,854-91.8% | $4,763-95.1% |
| Participant deferral / active EE | $311 | $4,281-92.7% | $3,884-92.0% | $5,851-94.7% |
| Admin fee / account holder | $2 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |