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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 | $10,272 | $59,111-82.6% | $86,451-88.1% | $68,490-85.0% |
| Participation rate | 28.6% | 75.2%-46.7pp | 80.3%-51.8pp | 67.9%-39.3pp |
| Annual return | -17.86% | -0.22%-17.6pp | 4398.51%-4416.4pp | -7.85%-10.0pp |
| Employer contribution / active EE | $425 | $2,519-83.1% | $3,770-88.7% | $2,597-83.6% |
| Participant deferral / active EE | $686 | $5,900-88.4% | $6,953-90.1% | $4,028-83.0% |
| Admin fee / account holder | $10 | $5,640-99.8% | $6,734-99.9% | $5,403-99.8% |