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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 | $6,914 | $91,537-92.4% | $130,045-94.7% | $75,173-90.8% |
| Participation rate | 17.1% | 71.5%-54.3pp | 78.5%-61.4pp | 67.2%-50.1pp |
| Annual return | 57.80% | -631.55%+689.3pp | -137.30%+195.1pp | 160.72%-102.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $951 | $4,343-78.1% | $5,820-83.7% | $4,126-76.9% |
| Admin fee / account holder | $242 | $6,780-96.4% | $10,600-97.7% | $5,651-95.7% |