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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 | $2,590 | $174,379-98.5% | $152,093-98.3% | $138,895-98.1% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 373.63% | 74.86%+298.8pp | 66.36%+307.3pp | 145.39%+228.2pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,446 | $6,159-76.5% | $5,451-73.5% | $6,396-77.4% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |