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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 | $10,173 | $49,177-79.3% | $79,467-87.2% | $64,173-84.1% |
| Participation rate | 22.2% | 65.0%-42.8pp | 73.3%-51.1pp | 69.6%-47.3pp |
| Annual return | -7.25% | -1.16%-6.1pp | 718.30%-725.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $400 | $2,821-85.8% | $3,704-89.2% | $3,470-88.5% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |