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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 | $19,736 | $84,493-76.6% | $125,381-84.3% | $66,938-70.5% |
| Participation rate | 39.8% | 76.4%-36.6pp | 82.4%-42.5pp | 69.8%-30.0pp |
| Annual return | -18.14% | -8.49%-9.6pp | 572.31%-590.4pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,163 | $3,554-67.3% | $4,815-75.8% | $2,545-54.3% |
| Participant deferral / active EE | $2,742 | $6,783-59.6% | $7,448-63.2% | $4,238-35.3% |
| Admin fee / account holder | $283 | $685-58.7% | $10,007-97.2% | $594-52.3% |