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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 | $5,796 | $92,743-93.8% | $82,744-93.0% | $134,532-95.7% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -20.80% | 946.63%-967.4pp | 702.22%-723.0pp | 418.27%-439.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $659 | $4,802-86.3% | $4,395-85.0% | $6,401-89.7% |
| Admin fee / account holder | $20 | $5,977-99.7% | $5,325-99.6% | $11,429-99.8% |