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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 | $4,458 | $92,766-95.2% | $82,763-94.6% | $134,545-96.7% |
| Participation rate | 30.8% | 75.2%-44.4pp | 72.6%-41.8pp | 81.2%-50.5pp |
| Annual return | -11.73% | 946.97%-958.7pp | 702.45%-714.2pp | 418.37%-430.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $389 | $4,802-91.9% | $4,395-91.1% | $6,401-93.9% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |