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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 | $3,074 | $91,537-96.6% | $130,045-97.6% | $75,173-95.9% |
| Participation rate | 13.8% | 71.5%-57.7pp | 78.5%-64.7pp | 67.2%-53.4pp |
| Annual return | 38.24% | -631.55%+669.8pp | -137.30%+175.5pp | 160.72%-122.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $299 | $4,343-93.1% | $5,820-94.9% | $4,126-92.7% |
| Admin fee / account holder | $186 | $6,780-97.3% | $10,600-98.2% | $5,651-96.7% |