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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 | $10,124 | $150,435-93.3% | $120,580-91.6% | $145,897-93.1% |
| Participation rate | 10.0% | 78.8%-68.8pp | 72.0%-62.0pp | 80.3%-70.3pp |
| Annual return | 14.19% | 154.60%-140.4pp | 107.48%-93.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $149 | $6,174-97.6% | $4,995-97.0% | $6,689-97.8% |
| Admin fee / account holder | $189 | $12,182-98.4% | $9,418-98.0% | $13,390-98.6% |