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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 | $1,308 | $91,537-98.6% | $130,045-99.0% | $75,173-98.3% |
| Participation rate | 27.5% | 71.5%-44.0pp | 78.5%-51.0pp | 67.2%-39.8pp |
| Annual return | 175.48% | -631.55%+807.0pp | -137.30%+312.8pp | 160.72%+14.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $343 | $4,343-92.1% | $5,820-94.1% | $4,126-91.7% |
| Admin fee / account holder | $6 | $6,780-99.9% | $10,600-99.9% | $5,651-99.9% |