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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 | $2,893 | $91,537-96.8% | $130,045-97.8% | $75,173-96.2% |
| Participation rate | 23.1% | 71.5%-48.4pp | 78.5%-55.4pp | 67.2%-44.1pp |
| Annual return | 32.16% | -631.55%+663.7pp | -137.30%+169.5pp | 160.72%-128.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $468 | $4,343-89.2% | $5,820-92.0% | $4,126-88.7% |
| Admin fee / account holder | $297 | $6,780-95.6% | $10,600-97.2% | $5,651-94.7% |