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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 | $10,015 | $44,850-77.7% | $60,547-83.5% | $59,633-83.2% |
| Participation rate | 66.1% | 59.5%+6.6pp | 68.0%-1.9pp | 68.7%-2.6pp |
| Annual return | -9.20% | 1074.14%-1083.3pp | 335.64%-344.8pp | 2041.45%-2050.6pp |
| Employer contribution / active EE | $2,289 | $1,462+56.6% | $2,419-5.4% | $2,203+3.9% |
| Participant deferral / active EE | $2,745 | $2,230+23.1% | $3,328-17.5% | $3,192-14.0% |
| Admin fee / account holder | $299 | $3,635-91.8% | $4,536-93.4% | $4,297-93.1% |