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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 | $16,791 | $82,674-79.7% | $125,381-86.6% | $68,486-75.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -23.55% | -5.97%-17.6pp | 572.31%-595.9pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,828 | $3,382-46.0% | $4,815-62.0% | $2,597-29.6% |
| Participant deferral / active EE | $3,916 | $6,111-35.9% | $7,448-47.4% | $4,028-2.8% |
| Admin fee / account holder | $59 | $6,277-99.1% | $10,007-99.4% | $5,404-98.9% |