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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 | $20,823 | $91,525-77.2% | $130,026-84.0% | $75,181-72.3% |
| Participation rate | 15.7% | 71.4%-55.8pp | 78.5%-62.8pp | 67.2%-51.5pp |
| Annual return | 17.01% | -631.40%+648.4pp | -137.26%+154.3pp | 160.69%-143.7pp |
| Employer contribution / active EE | $0 | $2,844-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,178 | $4,342-72.9% | $5,821-79.8% | $4,126-71.5% |
| Admin fee / account holder | $10 | $6,778-99.8% | $10,608-99.9% | $5,650-99.8% |