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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 | $1,477 | $99,011-98.5% | $86,582-98.3% | $147,586-99.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $160 | $3,132-94.9% | $2,839-94.4% | $4,876-96.7% |
| Participant deferral / active EE | $368 | $3,972-90.7% | $3,609-89.8% | $5,439-93.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |