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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 | $7,576 | $99,647-92.4% | $86,439-91.2% | $134,509-94.4% |
| Participation rate | 21.4% | 82.1%-60.6pp | 80.3%-58.9pp | 81.2%-59.8pp |
| Annual return | -17.66% | 6784.13%-6801.8pp | 4395.55%-4413.2pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,065 | $7,246-85.3% | $6,952-84.7% | $6,400-83.4% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |