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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 | $8,689 | $124,175-93.0% | $108,405-92.0% | $167,536-94.8% |
| Participation rate | 31.3% | 82.3%-51.0pp | 80.1%-48.9pp | 82.1%-50.9pp |
| Annual return | 377.54% | 1380.13%-1002.6pp | 905.55%-528.0pp | 478.82%-101.3pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,878 | $6,908-72.8% | $6,563-71.4% | $6,342-70.4% |
| Admin fee / account holder | $18 | $9,457-99.8% | $7,297-99.8% | $12,315-99.9% |