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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 | $10,609 | $138,076-92.3% | $123,553-91.4% | $135,380-92.2% |
| Participation rate | 60.9% | 84.7%-23.9pp | 82.3%-21.4pp | 82.6%-21.8pp |
| Annual return | -18.74% | 153.70%-172.4pp | 119.21%-137.9pp | 519.81%-538.5pp |
| Employer contribution / active EE | $1,357 | $5,152-73.7% | $4,628-70.7% | $4,779-71.6% |
| Participant deferral / active EE | $2,506 | $6,800-63.1% | $6,426-61.0% | $5,609-55.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |