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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 | $11,375 | $138,076-91.8% | $123,553-90.8% | $135,380-91.6% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -7.33% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,183 | $5,152-77.0% | $4,628-74.4% | $4,779-75.3% |
| Participant deferral / active EE | $905 | $6,800-86.7% | $6,426-85.9% | $5,609-83.9% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |