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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 | $10,146 | $44,103-77.0% | $75,826-86.6% | $64,173-84.2% |
| Participation rate | 29.4% | 62.7%-33.3pp | 68.2%-38.8pp | 69.6%-40.2pp |
| Annual return | -3.54% | -4.72%+1.2pp | 1914.15%-1917.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $300 | $2,204-86.4% | $2,862-89.5% | $3,470-91.4% |
| Admin fee / account holder | $129 | $3,506-96.3% | $4,726-97.3% | $4,887-97.4% |