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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 | $15,186 | $138,076-89.0% | $123,553-87.7% | $135,380-88.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -15.57% | 153.70%-169.3pp | 119.21%-134.8pp | 519.81%-535.4pp |
| Employer contribution / active EE | $1,125 | $5,152-78.2% | $4,628-75.7% | $4,779-76.5% |
| Participant deferral / active EE | $2,952 | $6,800-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $214 | $10,917-98.0% | $9,284-97.7% | $10,828-98.0% |