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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 | $29,921 | $168,635-82.3% | $147,617-79.7% | $125,389-76.1% |
| Participation rate | 64.3% | 88.8%-24.5pp | 84.6%-20.3pp | 83.2%-18.9pp |
| Annual return | -3.74% | 77.65%-81.4pp | 61.98%-65.7pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,464 | $6,252-76.6% | $5,564-73.7% | $4,866-69.9% |
| Participant deferral / active EE | $3,959 | $5,507-28.1% | $4,895-19.1% | $5,352-26.0% |
| Admin fee / account holder | $133 | $13,580-99.0% | $11,612-98.9% | $9,541-98.6% |