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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 | $5,236 | $92,743-94.4% | $82,744-93.7% | $134,532-96.1% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.48% | 946.63%-966.1pp | 702.22%-721.7pp | 418.27%-437.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $548 | $4,802-88.6% | $4,395-87.5% | $6,401-91.4% |
| Admin fee / account holder | $59 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |