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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 | $8,131 | $49,177-83.5% | $79,467-89.8% | $64,173-87.3% |
| Participation rate | 27.6% | 65.0%-37.4pp | 73.3%-45.7pp | 69.6%-41.9pp |
| Annual return | -6.09% | -1.16%-4.9pp | 718.30%-724.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $347 | $2,076-83.3% | $2,800-87.6% | $2,381-85.4% |
| Participant deferral / active EE | $781 | $2,821-72.3% | $3,704-78.9% | $3,470-77.5% |
| Admin fee / account holder | $95 | $3,839-97.5% | $5,104-98.1% | $4,887-98.1% |