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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 | $1,639 | $175,231-99.1% | $149,696-98.9% | $139,466-98.8% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 68.20% | 166.77%-98.6pp | 134.46%-66.3pp | 373.66%-305.5pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $828 | $6,521-87.3% | $5,682-85.4% | $6,712-87.7% |
| Admin fee / account holder | $10 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |