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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 | $21,921 | $150,446-85.4% | $136,297-83.9% | $147,585-85.1% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 26.79% | 1049.14%-1022.4pp | 5156.19%-5129.4pp | 578.58%-551.8pp |
| Employer contribution / active EE | $1,602 | $5,256-69.5% | $4,696-65.9% | $4,876-67.2% |
| Participant deferral / active EE | $1,952 | $6,631-70.6% | $6,247-68.8% | $5,439-64.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |