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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 | $2,617 | $91,536-97.1% | $130,062-98.0% | $75,177-96.5% |
| Participation rate | 20.0% | 71.5%-51.5pp | 78.5%-58.5pp | 67.2%-47.2pp |
| Annual return | 43.05% | -631.62%+674.7pp | -137.37%+180.4pp | 160.75%-117.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $463 | $4,343-89.3% | $5,821-92.0% | $4,126-88.8% |
| Admin fee / account holder | $0 | $6,780-100.0% | $10,601-100.0% | $5,651-100.0% |