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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 | $9,418 | $97,729-90.4% | $83,830-88.8% | $135,379-93.0% |
| Participation rate | 15.0% | 80.0%-65.0pp | 76.1%-61.1pp | 82.6%-67.6pp |
| Annual return | 339.09% | 1287.52%-948.4pp | 850.97%-511.9pp | 519.79%-180.7pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $266 | $4,683-94.3% | $4,082-93.5% | $5,609-95.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |