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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 | $4,336 | $26,549-83.7% | $61,399-92.9% | $66,930-93.5% |
| Participation rate | 6.7% | 38.1%-31.4pp | 52.6%-45.9pp | 69.8%-63.1pp |
| Annual return | -12.65% | -16.21%+3.6pp | 338.81%-351.5pp | 1.57%-14.2pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $104 | $1,338-92.3% | $2,124-95.1% | $4,238-97.6% |
| Admin fee / account holder | $21 | $409-94.8% | $2,131-99.0% | $593-96.4% |