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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 | $430 | $27,924-98.5% | $58,544-99.3% | $75,181-99.4% |
| Participation rate | 63.8% | 38.8%+24.9pp | 50.9%+12.9pp | 67.2%-3.4pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4249.56%-4249.6pp | 160.69%-160.7pp |
| Employer contribution / active EE | $97 | $669-85.5% | $1,053-90.8% | $2,671-96.4% |
| Participant deferral / active EE | $153 | $1,202-87.3% | $1,923-92.1% | $4,126-96.3% |
| Admin fee / account holder | $10 | $1,726-99.4% | $2,520-99.6% | $5,650-99.8% |