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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 | $13,684 | $190,916-92.8% | $160,037-91.4% | $134,545-89.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -23.07% | 552.79%-575.9pp | 408.95%-432.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $1,632 | $4,996-67.3% | $4,226-61.4% | $4,742-65.6% |
| Participant deferral / active EE | $2,624 | $6,925-62.1% | $6,184-57.6% | $6,401-59.0% |
| Admin fee / account holder | $47 | $10,497-99.6% | $8,716-99.5% | $11,431-99.6% |