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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 | $27,527 | $171,867-84.0% | $149,718-81.6% | $147,585-81.3% |
| Participation rate | 25.0% | 88.2%-63.2pp | 87.1%-62.1pp | 82.8%-57.8pp |
| Annual return | 17.54% | 2113.36%-2095.8pp | 1501.70%-1484.2pp | 578.57%-561.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $205 | $7,270-97.2% | $6,568-96.9% | $5,439-96.2% |
| Admin fee / account holder | $236 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |