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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 | $7,146 | $49,177-85.5% | $79,466-91.0% | $64,173-88.9% |
| Participation rate | 50.0% | 65.0%-15.0pp | 73.3%-23.3pp | 69.6%-19.6pp |
| Annual return | 97.39% | -1.16%+98.6pp | 718.28%-620.9pp | 7.63%+89.8pp |
| Employer contribution / active EE | $2,229 | $2,076+7.4% | $2,800-20.4% | $2,381-6.4% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $109 | $3,839-97.2% | $5,104-97.9% | $4,887-97.8% |