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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 | $7,970 | $150,447-94.7% | $136,298-94.2% | $147,586-94.6% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 30.73% | 1049.15%-1018.4pp | 5156.27%-5125.5pp | 578.59%-547.9pp |
| Employer contribution / active EE | $1,403 | $5,256-73.3% | $4,696-70.1% | $4,876-71.2% |
| Participant deferral / active EE | $1,649 | $6,631-75.1% | $6,247-73.6% | $5,439-69.7% |
| Admin fee / account holder | $85 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |