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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 | $5,915 | $49,177-88.0% | $79,467-92.6% | $64,173-90.8% |
| Participation rate | 3.4% | 65.0%-61.6pp | 73.3%-69.9pp | 69.6%-66.1pp |
| Annual return | -6.51% | -1.16%-5.3pp | 718.30%-724.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $118 | $2,821-95.8% | $3,704-96.8% | $3,470-96.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |