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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 | $20,578 | $135,645-84.8% | $110,243-81.3% | $135,380-84.8% |
| Participation rate | 54.5% | 83.5%-28.9pp | 79.8%-25.3pp | 82.6%-28.1pp |
| Annual return | -10.19% | 513.24%-523.4pp | 314.76%-325.0pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,545 | $4,907-68.5% | $3,827-59.6% | $4,779-67.7% |
| Participant deferral / active EE | $2,124 | $5,507-61.4% | $4,672-54.6% | $5,609-62.1% |
| Admin fee / account holder | $96 | $11,458-99.2% | $8,548-98.9% | $10,828-99.1% |