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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 | $1,614 | $69,774-97.7% | $67,575-97.6% | $74,459-97.8% |
| Participation rate | 35.7% | 71.4%-35.7pp | 72.9%-37.2pp | 67.2%-31.5pp |
| Annual return | 0.00% | -40.53%+40.5pp | 3528.98%-3529.0pp | 1369.70%-1369.7pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $696 | $3,636-80.9% | $4,003-82.6% | $4,350-84.0% |
| Admin fee / account holder | $88 | $890-90.1% | $3,993-97.8% | $1,945-95.5% |