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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 | $8,371 | $56,200-85.1% | $67,653-87.6% | $59,633-86.0% |
| Participation rate | 39.3% | 71.5%-32.2pp | 75.7%-36.4pp | 68.7%-29.4pp |
| Annual return | -0.37% | 18506.71%-18507.1pp | 6625.22%-6625.6pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $300 | $2,843-89.4% | $3,560-91.6% | $3,192-90.6% |
| Admin fee / account holder | $1 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |