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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 | $3,749 | $60,128-93.8% | $90,440-95.9% | $79,852-95.3% |
| Participation rate | 15.6% | 65.0%-49.4pp | 72.7%-57.1pp | 69.6%-54.1pp |
| Annual return | 0.00% | 71.95%-71.9pp | 1294.38%-1294.4pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $621 | $2,939-78.9% | $3,964-84.3% | $3,740-83.4% |
| Admin fee / account holder | $239 | $3,977-94.0% | $5,615-95.8% | $5,306-95.5% |