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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 | $634 | $49,199-98.7% | $121,210-99.5% | $75,177-99.2% |
| Participation rate | 51.1% | 55.4%-4.4pp | 69.5%-18.5pp | 67.2%-16.1pp |
| Annual return | 0.00% | 56.04%-56.0pp | 987.41%-987.4pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $393 | $2,630-85.1% | $4,084-90.4% | $4,126-90.5% |
| Admin fee / account holder | $129 | $3,946-96.7% | $5,647-97.7% | $5,651-97.7% |