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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 | $21,775 | $180,459-87.9% | $154,108-85.9% | $135,380-83.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -13.61% | 888.21%-901.8pp | 735.21%-748.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $3,519 | $6,035-41.7% | $5,298-33.6% | $4,779-26.4% |
| Participant deferral / active EE | $3,519 | $5,806-39.4% | $5,081-30.7% | $5,609-37.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |