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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $14,436 | $180,462-92.0% | $154,111-90.6% | $135,379-89.3% |
| Participation rate | 20.0% | 87.4%-67.4pp | 83.0%-63.0pp | 82.6%-62.6pp |
| Annual return | -10.44% | 888.17%-898.6pp | 735.18%-745.6pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,904 | $6,036-51.9% | $5,298-45.2% | $4,779-39.2% |
| Participant deferral / active EE | $6,444 | $5,806+11.0% | $5,081+26.8% | $5,609+14.9% |
| Admin fee / account holder | $65 | $16,145-99.6% | $13,411-99.5% | $10,828-99.4% |