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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 | $1,966 | $209,422-99.1% | $178,503-98.9% | $158,982-98.8% |
| Participation rate | 27.8% | 86.4%-58.6pp | 81.9%-54.2pp | 82.0%-54.2pp |
| Annual return | 35.00% | 188.81%-153.8pp | 151.12%-116.1pp | 302.99%-268.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $426 | $5,955-92.8% | $5,202-91.8% | $5,983-92.9% |
| Admin fee / account holder | $267 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |