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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 | $1,602 | $99,031-98.4% | $86,597-98.2% | $147,585-98.9% |
| Participation rate | 38.9% | 76.3%-37.5pp | 73.5%-34.7pp | 82.8%-43.9pp |
| Annual return | 47.10% | 1312.56%-1265.5pp | 964.96%-917.9pp | 578.57%-531.5pp |
| Employer contribution / active EE | $236 | $3,132-92.5% | $2,840-91.7% | $4,876-95.2% |
| Participant deferral / active EE | $243 | $3,972-93.9% | $3,609-93.3% | $5,439-95.5% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |