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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 | $8,549 | $135,639-93.7% | $110,241-92.2% | $135,382-93.7% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.8%-15.5pp | 82.6%-18.4pp |
| Annual return | -17.57% | 513.21%-530.8pp | 314.75%-332.3pp | 519.77%-537.3pp |
| Employer contribution / active EE | $1,298 | $4,907-73.5% | $3,827-66.1% | $4,779-72.8% |
| Participant deferral / active EE | $1,774 | $5,507-67.8% | $4,672-62.0% | $5,609-68.4% |
| Admin fee / account holder | $116 | $11,457-99.0% | $8,548-98.6% | $10,829-98.9% |