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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 | $9,653 | $202,342-95.2% | $172,753-94.4% | $152,909-93.7% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 28.99% | 1029.88%-1000.9pp | 803.00%-774.0pp | 345.46%-316.5pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,411 | $5,948-76.3% | $5,198-72.9% | $5,851-75.9% |
| Admin fee / account holder | $33 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |