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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 | $13,832 | $91,537-84.9% | $130,045-89.4% | $75,173-81.6% |
| Participation rate | 53.8% | 71.5%-17.6pp | 78.5%-24.7pp | 67.2%-13.4pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,115 | $2,845-60.8% | $4,321-74.2% | $2,671-58.3% |
| Participant deferral / active EE | $1,600 | $4,343-63.2% | $5,820-72.5% | $4,126-61.2% |
| Admin fee / account holder | $78 | $6,780-98.8% | $10,600-99.3% | $5,651-98.6% |