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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 | $4,471 | $75,832-94.1% | $147,617-97.0% | $59,633-92.5% |
| Participation rate | 46.9% | 71.6%-24.7pp | 84.6%-37.7pp | 68.7%-21.8pp |
| Annual return | -2.13% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $494 | $3,131-84.2% | $4,895-89.9% | $3,192-84.5% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |