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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 | $5,563 | $105,145-94.7% | $94,664-94.1% | $139,466-96.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 80.8%-80.8pp | 80.3%-80.3pp |
| Annual return | 46.04% | 38.09%+7.9pp | 156.84%-110.8pp | 373.66%-327.6pp |
| Employer contribution / active EE | $1,694 | $4,107-58.8% | $3,673-53.9% | $4,754-64.4% |
| Participant deferral / active EE | $2,050 | $7,599-73.0% | $7,417-72.4% | $6,712-69.5% |
| Admin fee / account holder | $39 | $8,972-99.6% | $7,222-99.5% | $11,409-99.7% |