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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 | $19,127 | $180,462-89.4% | $154,111-87.6% | $135,379-85.9% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -25.30% | 888.17%-913.5pp | 735.18%-760.5pp | 519.79%-545.1pp |
| Employer contribution / active EE | $1,387 | $6,036-77.0% | $5,298-73.8% | $4,779-71.0% |
| Participant deferral / active EE | $7,575 | $5,806+30.5% | $5,081+49.1% | $5,609+35.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |