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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 | $19,761 | $138,076-85.7% | $123,553-84.0% | $135,380-85.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -10.78% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,455 | $5,152-52.3% | $4,628-47.0% | $4,779-48.6% |
| Participant deferral / active EE | $4,923 | $6,800-27.6% | $6,426-23.4% | $5,609-12.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |