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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 | $2,362 | $107,941-97.8% | $91,994-97.4% | $152,909-98.5% |
| Participation rate | 41.7% | 81.2%-39.5pp | 78.6%-37.0pp | 82.5%-40.8pp |
| Annual return | 0.00% | 89.28%-89.3pp | 69.04%-69.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,248 | $6,366-80.4% | $5,924-78.9% | $5,851-78.7% |
| Admin fee / account holder | $199 | $10,521-98.1% | $7,744-97.4% | $11,601-98.3% |