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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 | $4,451 | $75,962-94.1% | $154,111-97.1% | $64,173-93.1% |
| Participation rate | 69.4% | 70.4%-1.0pp | 83.0%-13.6pp | 69.6%-0.2pp |
| Annual return | -7.75% | 30.32%-38.1pp | 735.18%-742.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $640 | $3,175-79.8% | $5,081-87.4% | $3,470-81.6% |
| Admin fee / account holder | $78 | $5,589-98.6% | $13,411-99.4% | $4,887-98.4% |