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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 | $15,487 | $135,645-88.6% | $110,243-86.0% | $135,379-88.6% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -8.53% | 513.24%-521.8pp | 314.76%-323.3pp | 519.79%-528.3pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,267 | $5,507-77.0% | $4,672-72.9% | $5,609-77.4% |
| Admin fee / account holder | $83 | $11,458-99.3% | $8,548-99.0% | $10,828-99.2% |