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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 | $4,527 | $69,774-93.5% | $67,575-93.3% | $74,459-93.9% |
| Participation rate | 50.0% | 71.4%-21.4pp | 72.9%-22.9pp | 67.2%-17.2pp |
| Annual return | 11.72% | -40.53%+52.3pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $879 | $3,636-75.8% | $4,003-78.0% | $4,350-79.8% |
| Admin fee / account holder | $199 | $890-77.6% | $3,993-95.0% | $1,945-89.7% |