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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 | $10,263 | $190,879-94.6% | $160,009-93.6% | $134,532-92.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -23.09% | 552.63%-575.7pp | 408.85%-431.9pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,526 | $4,995-49.4% | $4,225-40.2% | $4,741-46.7% |
| Participant deferral / active EE | $3,176 | $6,924-54.1% | $6,183-48.6% | $6,401-50.4% |
| Admin fee / account holder | $35 | $10,495-99.7% | $8,715-99.6% | $11,429-99.7% |