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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 | $5,171 | $133,998-96.1% | $112,263-95.4% | $134,545-96.2% |
| Participation rate | 6.3% | 78.6%-72.3pp | 75.1%-68.8pp | 81.2%-75.0pp |
| Annual return | -2.49% | 47.17%-49.7pp | 27.49%-30.0pp | 418.37%-420.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $84 | $5,292-98.4% | $4,729-98.2% | $6,401-98.7% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |