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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 | $2,212 | $26,137-91.5% | $58,561-96.2% | $74,460-97.0% |
| Participation rate | 2.9% | 32.2%-29.3pp | 50.9%-48.0pp | 70.7%-67.9pp |
| Annual return | 0.00% | 32.53%-32.5pp | 4251.33%-4251.3pp | 34.38%-34.4pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,053-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $60 | $1,076-94.4% | $1,923-96.9% | $4,530-98.7% |
| Admin fee / account holder | $3 | $648-99.6% | $2,520-99.9% | $348-99.3% |