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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 | $8,213 | $75,962-89.2% | $154,108-94.7% | $64,173-87.2% |
| Participation rate | 35.7% | 70.4%-34.7pp | 83.0%-47.3pp | 69.6%-33.9pp |
| Annual return | -1.24% | 30.32%-31.6pp | 735.21%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $734 | $3,175-76.9% | $5,081-85.6% | $3,470-78.8% |
| Admin fee / account holder | $160 | $5,589-97.1% | $13,411-98.8% | $4,887-96.7% |