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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 | $6,948 | $82,674-91.6% | $125,381-94.5% | $68,486-89.9% |
| Participation rate | 21.5% | 75.1%-53.5pp | 82.4%-60.8pp | 67.9%-46.4pp |
| Annual return | 130.18% | -5.97%+136.2pp | 572.31%-442.1pp | -7.85%+138.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $733 | $6,111-88.0% | $7,448-90.2% | $4,028-81.8% |
| Admin fee / account holder | $61 | $6,277-99.0% | $10,007-99.4% | $5,404-98.9% |