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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 | $12,346 | $56,200-78.0% | $67,653-81.8% | $59,633-79.3% |
| Participation rate | 45.2% | 71.5%-26.3pp | 75.7%-30.5pp | 68.7%-23.5pp |
| Annual return | -2.19% | 18506.71%-18508.9pp | 6625.22%-6627.4pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $934 | $2,843-67.2% | $3,560-73.8% | $3,192-70.7% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |