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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 | $9,979 | $75,832-86.8% | $147,618-93.2% | $59,633-83.3% |
| Participation rate | 11.3% | 71.6%-60.2pp | 84.6%-73.3pp | 68.7%-57.4pp |
| Annual return | -0.68% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $140 | $3,131-95.5% | $4,895-97.1% | $3,192-95.6% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |