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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 | $3,345 | $54,355-93.8% | $82,744-96.0% | $68,486-95.1% |
| Participation rate | 22.2% | 63.9%-41.7pp | 72.6%-50.3pp | 67.9%-45.7pp |
| Annual return | -19.39% | -13.67%-5.7pp | 702.22%-721.6pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $527 | $3,246-83.8% | $4,395-88.0% | $4,028-86.9% |
| Admin fee / account holder | $9 | $4,397-99.8% | $5,325-99.8% | $5,404-99.8% |