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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 | $2,480 | $97,729-97.5% | $83,830-97.0% | $135,379-98.2% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -8.78% | 1287.52%-1296.3pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $399 | $4,683-91.5% | $4,082-90.2% | $5,609-92.9% |
| Admin fee / account holder | $44 | $6,674-99.3% | $5,479-99.2% | $10,828-99.6% |