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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 | $4,290 | $160,059-97.3% | $140,019-96.9% | $135,380-96.8% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.5%-47.5pp | 82.6%-42.6pp |
| Annual return | 55.82% | 911.48%-855.7pp | 651.17%-595.4pp | 519.81%-464.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,778 | $7,641-76.7% | $6,927-74.3% | $5,609-68.3% |
| Admin fee / account holder | $270 | $13,328-98.0% | $10,705-97.5% | $10,828-97.5% |