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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 | $459 | $49,199-99.1% | $121,204-99.6% | $75,173-99.4% |
| Participation rate | 66.7% | 55.4%+11.2pp | 69.5%-2.9pp | 67.2%-0.5pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.18%-987.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $286 | $2,630-89.1% | $4,083-93.0% | $4,126-93.1% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |