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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 | $10,386 | $82,674-87.4% | $125,363-91.7% | $68,495-84.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 82.4%-37.9pp | 67.9%-23.4pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,801 | $6,111-70.5% | $7,447-75.8% | $4,028-55.3% |
| Admin fee / account holder | $269 | $6,276-95.7% | $10,005-97.3% | $5,403-95.0% |