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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 | $18,080 | $150,447-88.0% | $136,298-86.7% | $147,586-87.7% |
| Participation rate | 27.3% | 84.4%-57.1pp | 81.9%-54.6pp | 82.8%-55.6pp |
| Annual return | 15.83% | 1049.15%-1033.3pp | 5156.27%-5140.4pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $916 | $6,631-86.2% | $6,247-85.3% | $5,439-83.1% |
| Admin fee / account holder | $123 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |