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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 | $18,116 | $180,459-90.0% | $154,108-88.2% | $135,380-86.6% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -16.48% | 888.21%-904.7pp | 735.21%-751.7pp | 519.81%-536.3pp |
| Employer contribution / active EE | $1,320 | $6,035-78.1% | $5,298-75.1% | $4,779-72.4% |
| Participant deferral / active EE | $5,806 | $5,8060% | $5,081+14.3% | $5,609+3.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |