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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 | $13,152 | $138,078-90.5% | $125,363-89.5% | $134,509-90.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -29.33% | 750.49%-779.8pp | 572.15%-601.5pp | 418.13%-447.5pp |
| Employer contribution / active EE | $3,521 | $5,245-32.9% | $4,815-26.9% | $4,741-25.7% |
| Participant deferral / active EE | $5,778 | $7,800-25.9% | $7,447-22.4% | $6,400-9.7% |
| Admin fee / account holder | $43 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |