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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 | $10,647 | $95,975-88.9% | $74,549-85.7% | $135,379-92.1% |
| Participation rate | 53.8% | 75.7%-21.8pp | 69.1%-15.3pp | 82.6%-28.8pp |
| Annual return | -7.54% | 56.96%-64.5pp | 32.53%-40.1pp | 519.79%-527.3pp |
| Employer contribution / active EE | $521 | $2,716-80.8% | $1,961-73.4% | $4,779-89.1% |
| Participant deferral / active EE | $670 | $3,844-82.6% | $3,108-78.4% | $5,609-88.0% |
| Admin fee / account holder | $9 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |