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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 | $5,556 | $82,674-93.3% | $125,363-95.6% | $68,495-91.9% |
| Participation rate | 64.0% | 75.0%-11.0pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -14.54% | -5.97%-8.6pp | 572.15%-586.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,639 | $6,111-73.2% | $7,447-78.0% | $4,028-59.3% |
| Admin fee / account holder | $23 | $6,276-99.6% | $10,005-99.8% | $5,403-99.6% |