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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 | $3,053 | $202,342-98.5% | $172,753-98.2% | $152,909-98.0% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.5%-46.1pp |
| Annual return | 34.07% | 1029.88%-995.8pp | 803.00%-768.9pp | 345.46%-311.4pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $624 | $5,948-89.5% | $5,198-88.0% | $5,851-89.3% |
| Admin fee / account holder | $33 | $17,112-99.8% | $13,956-99.8% | $11,601-99.7% |