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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 | $10,284 | $118,877-91.3% | $96,570-89.4% | $167,536-93.9% |
| Participation rate | 9.5% | 75.5%-66.0pp | 69.8%-60.3pp | 82.1%-72.6pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $959 | $4,617-79.2% | $3,849-75.1% | $6,342-84.9% |
| Admin fee / account holder | $9 | $8,069-99.9% | $6,182-99.9% | $12,315-99.9% |