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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 | $14,366 | $226,105-93.6% | $182,540-92.1% | $152,897-90.6% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.0%-25.8pp | 82.5%-30.3pp |
| Annual return | 34.66% | 192.58%-157.9pp | 148.58%-113.9pp | 345.43%-310.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $870 | $6,370-86.3% | $5,525-84.3% | $5,851-85.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |