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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 | $17,870 | $150,447-88.1% | $136,298-86.9% | $147,586-87.9% |
| Participation rate | 45.5% | 84.4%-39.0pp | 81.9%-36.5pp | 82.8%-37.4pp |
| Annual return | 17.34% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.3pp |
| Employer contribution / active EE | $900 | $5,256-82.9% | $4,696-80.8% | $4,876-81.5% |
| Participant deferral / active EE | $2,099 | $6,631-68.3% | $6,247-66.4% | $5,439-61.4% |
| Admin fee / account holder | $37 | $10,906-99.7% | $9,244-99.6% | $10,886-99.7% |