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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 | $4,226 | $75,832-94.4% | $147,618-97.1% | $59,633-92.9% |
| Participation rate | 66.0% | 71.6%-5.6pp | 84.6%-18.7pp | 68.7%-2.7pp |
| Annual return | -2.24% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $437 | $3,485-87.4% | $5,565-92.1% | $2,203-80.1% |
| Participant deferral / active EE | $735 | $3,131-76.5% | $4,895-85.0% | $3,192-77.0% |
| Admin fee / account holder | $287 | $5,986-95.2% | $11,612-97.5% | $4,297-93.3% |