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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 | $382 | $57,312-99.3% | $86,617-99.6% | $75,181-99.5% |
| Participation rate | 59.4% | 63.2%-3.8pp | 71.7%-12.3pp | 67.2%-7.8pp |
| Annual return | 0.00% | 2672.78%-2672.8pp | 591.91%-591.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $537 | $3,319-83.8% | $4,437-87.9% | $4,126-87.0% |
| Admin fee / account holder | $19 | $4,114-99.5% | $5,613-99.7% | $5,650-99.7% |