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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 | $599 | $49,164-98.8% | $121,169-99.5% | $75,181-99.2% |
| Participation rate | 50.0% | 55.4%-5.4pp | 69.5%-19.5pp | 67.2%-17.2pp |
| Annual return | 0.00% | 56.03%-56.0pp | 986.71%-986.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $346 | $2,628-86.8% | $4,083-91.5% | $4,126-91.6% |
| Admin fee / account holder | $39 | $3,942-99.0% | $5,645-99.3% | $5,650-99.3% |