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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 | $4,739 | $96,361-95.1% | $80,607-94.1% | $139,456-96.6% |
| Participation rate | 30.8% | 73.6%-42.9pp | 67.0%-36.2pp | 80.3%-49.6pp |
| Annual return | 66.76% | 1350.95%-1284.2pp | 936.11%-869.4pp | 373.45%-306.7pp |
| Employer contribution / active EE | $417 | $3,262-87.2% | $2,724-84.7% | $4,753-91.2% |
| Participant deferral / active EE | $710 | $5,232-86.4% | $4,448-84.0% | $6,711-89.4% |
| Admin fee / account holder | $31 | $6,601-99.5% | $5,379-99.4% | $11,407-99.7% |