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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 | $1,275 | $25,302-95.0% | $74,719-98.3% | $67,579-98.1% |
| Participation rate | 11.1% | 37.8%-26.7pp | 54.5%-43.4pp | 71.3%-60.2pp |
| Annual return | 0.00% | 10291.17%-10291.2pp | 753.05%-753.1pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $151 | $954-84.1% | $1,963-92.3% | $3,539-95.7% |
| Admin fee / account holder | $0 | $108-100.0% | $3,334-100.0% | $142-100.0% |