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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 | $13,847 | $138,068-90.0% | $125,358-89.0% | $134,493-89.7% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -15.44% | 750.30%-765.7pp | 572.03%-587.5pp | 418.01%-433.5pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,912 | $7,799-75.5% | $7,447-74.3% | $6,400-70.1% |
| Admin fee / account holder | $107 | $11,568-99.1% | $10,007-98.9% | $11,425-99.1% |