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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 | $28,775 | $184,000-84.4% | $162,185-82.3% | $152,909-81.2% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.5%-20.0pp |
| Annual return | 0.24% | 150.80%-150.6pp | 115.61%-115.4pp | 345.46%-345.2pp |
| Employer contribution / active EE | $1,452 | $6,370-77.2% | $5,613-74.1% | $4,764-69.5% |
| Participant deferral / active EE | $4,458 | $8,033-44.5% | $7,297-38.9% | $5,851-23.8% |
| Admin fee / account holder | $35 | $13,124-99.7% | $10,844-99.7% | $11,601-99.7% |