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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 | $10,561 | $52,519-79.9% | $155,789-93.2% | $59,633-82.3% |
| Participation rate | 63.3% | 61.7%+1.6pp | 76.1%-12.8pp | 68.7%-5.3pp |
| Annual return | -1.11% | 53.51%-54.6pp | 71.54%-72.6pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $675 | $3,084-78.1% | $4,798-85.9% | $3,192-78.9% |
| Admin fee / account holder | $90 | $3,540-97.5% | $7,477-98.8% | $4,297-97.9% |