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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 | $3,771 | $109,872-96.6% | $98,483-96.2% | $167,536-97.7% |
| Participation rate | 30.0% | 75.8%-45.8pp | 73.3%-43.3pp | 82.1%-52.1pp |
| Annual return | 0.00% | 1959.31%-1959.3pp | 1494.38%-1494.4pp | 478.82%-478.8pp |
| Employer contribution / active EE | $421 | $3,225-87.0% | $2,961-85.8% | $4,839-91.3% |
| Participant deferral / active EE | $684 | $4,673-85.4% | $4,276-84.0% | $6,342-89.2% |
| Admin fee / account holder | $4 | $6,757-99.9% | $5,953-99.9% | $12,315-100.0% |