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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 | $136 | $73,518-99.8% | $63,005-99.8% | $147,585-99.9% |
| Participation rate | 27.8% | 77.9%-50.1pp | 74.8%-47.0pp | 82.8%-55.1pp |
| Annual return | 0.00% | 175.46%-175.5pp | 87.59%-87.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $312 | $3,322-90.6% | $2,760-88.7% | $4,876-93.6% |
| Participant deferral / active EE | $459 | $4,183-89.0% | $3,329-86.2% | $5,439-91.6% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |