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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 | $14,232 | $168,635-91.6% | $147,617-90.4% | $125,389-88.7% |
| Participation rate | 36.4% | 88.8%-52.4pp | 84.6%-48.3pp | 83.2%-46.8pp |
| Annual return | -5.37% | 77.65%-83.0pp | 61.98%-67.4pp | 282.24%-287.6pp |
| Employer contribution / active EE | $4,060 | $6,252-35.1% | $5,564-27.0% | $4,866-16.6% |
| Participant deferral / active EE | $1,835 | $5,507-66.7% | $4,895-62.5% | $5,352-65.7% |
| Admin fee / account holder | $13 | $13,580-99.9% | $11,612-99.9% | $9,541-99.9% |