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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 | $6,095 | $197,819-96.9% | $155,789-96.1% | $125,389-95.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -11.89% | 86.73%-98.6pp | 71.54%-83.4pp | 282.24%-294.1pp |
| Employer contribution / active EE | $2,637 | $4,850-45.6% | $3,839-31.3% | $4,866-45.8% |
| Participant deferral / active EE | $2,751 | $5,631-51.1% | $4,798-42.7% | $5,352-48.6% |
| Admin fee / account holder | $6 | $9,544-99.9% | $7,477-99.9% | $9,541-99.9% |