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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 | $21,170 | $180,462-88.3% | $154,111-86.3% | $135,379-84.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.53% | 888.17%-897.7pp | 735.18%-744.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $2,573 | $6,036-57.4% | $5,298-51.4% | $4,779-46.2% |
| Participant deferral / active EE | $5,646 | $5,806-2.8% | $5,081+11.1% | $5,609+0.7% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |