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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 | $7,821 | $100,805-92.2% | $86,698-91.0% | $134,532-94.2% |
| Participation rate | 27.8% | 79.0%-51.2pp | 76.6%-48.8pp | 81.2%-53.5pp |
| Annual return | -18.61% | 29.09%-47.7pp | 35.95%-54.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,338 | $5,339-74.9% | $4,656-71.3% | $6,401-79.1% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |