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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 | $9,329 | $180,749-94.8% | $160,784-94.2% | $137,256-93.2% |
| Participation rate | 56.3% | 80.0%-23.7pp | 77.0%-20.7pp | 80.0%-23.7pp |
| Annual return | 20.56% | 2234.46%-2213.9pp | 1803.92%-1783.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $726 | $6,844-89.4% | $6,293-88.5% | $6,407-88.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |