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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 | $3,662 | $92,743-96.1% | $82,744-95.6% | $134,532-97.3% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -19.82% | 946.63%-966.5pp | 702.22%-722.0pp | 418.27%-438.1pp |
| Employer contribution / active EE | $800 | $3,273-75.6% | $3,008-73.4% | $4,741-83.1% |
| Participant deferral / active EE | $800 | $4,802-83.3% | $4,395-81.8% | $6,401-87.5% |
| Admin fee / account holder | $50 | $5,977-99.2% | $5,325-99.1% | $11,429-99.6% |