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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 | $8,717 | $45,566-80.9% | $64,105-86.4% | $59,633-85.4% |
| Participation rate | 23.5% | 60.2%-36.6pp | 68.2%-44.6pp | 68.7%-45.1pp |
| Annual return | 0.66% | 4.95%-4.3pp | 791.24%-790.6pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $214 | $934-77.1% | $1,820-88.3% | $2,203-90.3% |
| Participant deferral / active EE | $524 | $2,057-74.5% | $2,822-81.4% | $3,192-83.6% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |