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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 | $14,296 | $91,536-84.4% | $130,062-89.0% | $75,177-81.0% |
| Participation rate | 11.1% | 71.5%-60.4pp | 78.5%-67.4pp | 67.2%-56.1pp |
| Annual return | 16.58% | -631.62%+648.2pp | -137.37%+153.9pp | 160.75%-144.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $506 | $4,343-88.3% | $5,821-91.3% | $4,126-87.7% |
| Admin fee / account holder | $222 | $6,780-96.7% | $10,601-97.9% | $5,651-96.1% |