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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 | $22,114 | $165,399-86.6% | $149,745-85.2% | $158,982-86.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | -37.49% | 348.34%-385.8pp | 276.72%-314.2pp | 302.99%-340.5pp |
| Employer contribution / active EE | $2,033 | $5,105-60.2% | $4,646-56.2% | $4,763-57.3% |
| Participant deferral / active EE | $3,358 | $7,183-53.3% | $6,843-50.9% | $5,983-43.9% |
| Admin fee / account holder | $223 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |