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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 | $13,534 | $202,342-93.3% | $172,752-92.2% | $152,897-91.1% |
| Participation rate | 30.0% | 87.1%-57.1pp | 82.6%-52.6pp | 82.5%-52.5pp |
| Annual return | 85.51% | 1029.83%-944.3pp | 802.97%-717.5pp | 345.43%-259.9pp |
| Employer contribution / active EE | $1,246 | $5,858-78.7% | $5,144-75.8% | $4,764-73.8% |
| Participant deferral / active EE | $1,943 | $5,948-67.3% | $5,198-62.6% | $5,851-66.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |