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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 | $2,038 | $107,363-98.1% | $92,909-97.8% | $152,897-98.7% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.5%-50.9pp |
| Annual return | 0.00% | 145.63%-145.6pp | 109.44%-109.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $628 | $4,848-87.0% | $4,238-85.2% | $5,851-89.3% |
| Admin fee / account holder | $107 | $7,082-98.5% | $5,795-98.2% | $11,599-99.1% |