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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 | $4,220 | $202,342-97.9% | $172,752-97.6% | $152,897-97.2% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 77.97% | 1029.83%-951.9pp | 802.97%-725.0pp | 345.43%-267.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,741 | $5,948-70.7% | $5,198-66.5% | $5,851-70.2% |
| Admin fee / account holder | $10 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |