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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 | $7,776 | $54,355-85.7% | $82,744-90.6% | $68,486-88.6% |
| Participation rate | 29.4% | 63.9%-34.5pp | 72.6%-43.2pp | 67.9%-38.5pp |
| Annual return | -18.59% | -13.67%-4.9pp | 702.22%-720.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $321 | $2,219-85.5% | $3,008-89.3% | $2,597-87.6% |
| Participant deferral / active EE | $545 | $3,246-83.2% | $4,395-87.6% | $4,028-86.5% |
| Admin fee / account holder | $16 | $4,397-99.6% | $5,325-99.7% | $5,404-99.7% |