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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 | $4,529 | $65,423-93.1% | $98,477-95.4% | $85,856-94.7% |
| Participation rate | 26.9% | 65.0%-38.1pp | 73.3%-46.4pp | 69.3%-42.4pp |
| Annual return | 19.94% | 21.76%-1.8pp | 1493.59%-1473.6pp | 318.58%-298.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $526 | $3,167-83.4% | $4,276-87.7% | $3,952-86.7% |
| Admin fee / account holder | $69 | $4,594-98.5% | $5,951-98.8% | $6,261-98.9% |