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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 | $9,769 | $133,998-92.7% | $112,263-91.3% | $134,545-92.7% |
| Participation rate | 16.7% | 78.6%-61.9pp | 75.1%-58.4pp | 81.2%-64.6pp |
| Annual return | 1746.26% | 47.17%+1699.1pp | 27.49%+1718.8pp | 418.37%+1327.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $831 | $5,292-84.3% | $4,729-82.4% | $6,401-87.0% |
| Admin fee / account holder | $32 | $7,493-99.6% | $6,410-99.5% | $11,431-99.7% |