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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 | $2,857 | $202,342-98.6% | $172,752-98.3% | $152,897-98.1% |
| Participation rate | 30.8% | 87.1%-56.3pp | 82.6%-51.9pp | 82.5%-51.7pp |
| Annual return | 41.88% | 1029.83%-987.9pp | 802.97%-761.1pp | 345.43%-303.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $655 | $5,948-89.0% | $5,198-87.4% | $5,851-88.8% |
| Admin fee / account holder | $8 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |