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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 | $2,735 | $100,938-97.3% | $90,461-97.0% | $158,982-98.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 20.13% | 1727.20%-1707.1pp | 1294.76%-1274.6pp | 302.99%-282.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $622 | $4,350-85.7% | $3,964-84.3% | $5,983-89.6% |
| Admin fee / account holder | $8 | $6,510-99.9% | $5,617-99.9% | $11,252-99.9% |