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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 | $9,843 | $150,447-93.5% | $136,298-92.8% | $147,586-93.3% |
| Participation rate | 43.8% | 84.4%-40.7pp | 81.9%-38.2pp | 82.8%-39.1pp |
| Annual return | 20.20% | 1049.15%-1029.0pp | 5156.27%-5136.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $1,606 | $5,256-69.5% | $4,696-65.8% | $4,876-67.1% |
| Participant deferral / active EE | $2,017 | $6,631-69.6% | $6,247-67.7% | $5,439-62.9% |
| Admin fee / account holder | $51 | $10,906-99.5% | $9,244-99.5% | $10,886-99.5% |