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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 | $5,025 | $92,743-94.6% | $82,744-93.9% | $134,532-96.3% |
| Participation rate | 23.5% | 75.2%-51.7pp | 72.6%-49.0pp | 81.2%-57.7pp |
| Annual return | -20.06% | 946.63%-966.7pp | 702.22%-722.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $313 | $3,273-90.4% | $3,008-89.6% | $4,741-93.4% |
| Participant deferral / active EE | $807 | $4,802-83.2% | $4,395-81.6% | $6,401-87.4% |
| Admin fee / account holder | $4 | $5,977-99.9% | $5,325-99.9% | $11,429-100.0% |