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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 | $17,127 | $135,639-87.4% | $110,241-84.5% | $135,382-87.3% |
| Participation rate | 46.2% | 83.5%-37.3pp | 79.8%-33.7pp | 82.6%-36.5pp |
| Annual return | -26.54% | 513.21%-539.7pp | 314.75%-341.3pp | 519.77%-546.3pp |
| Employer contribution / active EE | $1,267 | $4,907-74.2% | $3,827-66.9% | $4,779-73.5% |
| Participant deferral / active EE | $4,568 | $5,507-17.1% | $4,672-2.2% | $5,609-18.6% |
| Admin fee / account holder | $64 | $11,457-99.4% | $8,548-99.3% | $10,829-99.4% |