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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 | $11,429 | $97,761-88.3% | $83,850-86.4% | $135,382-91.6% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -21.89% | 1287.44%-1309.3pp | 850.92%-872.8pp | 519.77%-541.7pp |
| Employer contribution / active EE | $1,052 | $4,222-75.1% | $3,631-71.0% | $4,779-78.0% |
| Participant deferral / active EE | $2,891 | $4,682-38.3% | $4,082-29.2% | $5,609-48.5% |
| Admin fee / account holder | $42 | $6,674-99.4% | $5,478-99.2% | $10,829-99.6% |