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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 | $4,862 | $82,630-94.1% | $64,105-92.4% | $125,388-96.1% |
| Participation rate | 61.5% | 75.9%-14.3pp | 68.2%-6.6pp | 83.2%-21.7pp |
| Annual return | -5.87% | 1489.72%-1495.6pp | 791.24%-797.1pp | 282.24%-288.1pp |
| Employer contribution / active EE | $524 | $2,671-80.4% | $1,820-71.2% | $4,866-89.2% |
| Participant deferral / active EE | $787 | $3,608-78.2% | $2,822-72.1% | $5,352-85.3% |
| Admin fee / account holder | $159 | $6,382-97.5% | $4,499-96.5% | $9,541-98.3% |