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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 | $17,232 | $150,446-88.5% | $136,297-87.4% | $147,585-88.3% |
| Participation rate | 29.4% | 84.4%-55.0pp | 81.9%-52.5pp | 82.8%-53.4pp |
| Annual return | 17.54% | 1049.14%-1031.6pp | 5156.19%-5138.7pp | 578.58%-561.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $967 | $6,631-85.4% | $6,247-84.5% | $5,439-82.2% |
| Admin fee / account holder | $10 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |