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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 | $2,233 | $202,342-98.9% | $172,752-98.7% | $152,897-98.5% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.5%-46.7pp |
| Annual return | 66.68% | 1029.83%-963.1pp | 802.97%-736.3pp | 345.43%-278.7pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $708 | $5,948-88.1% | $5,198-86.4% | $5,851-87.9% |
| Admin fee / account holder | $5 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |