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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 | $9,005 | $202,342-95.5% | $172,752-94.8% | $152,897-94.1% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.5%-53.9pp |
| Annual return | 57.04% | 1029.83%-972.8pp | 802.97%-745.9pp | 345.43%-288.4pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,813 | $5,948-69.5% | $5,198-65.1% | $5,851-69.0% |
| Admin fee / account holder | $23 | $17,111-99.9% | $13,955-99.8% | $11,599-99.8% |