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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 | $3,147 | $82,674-96.2% | $125,381-97.5% | $68,486-95.4% |
| Participation rate | 57.1% | 75.1%-17.9pp | 82.4%-25.2pp | 67.9%-10.8pp |
| Annual return | -18.61% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,316 | $6,111-78.5% | $7,448-82.3% | $4,028-67.3% |
| Admin fee / account holder | $286 | $6,277-95.4% | $10,007-97.1% | $5,404-94.7% |