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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 | $28,193 | $160,055-82.4% | $140,016-79.9% | $135,377-79.2% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -11.69% | 911.41%-923.1pp | 651.14%-662.8pp | 519.75%-531.4pp |
| Employer contribution / active EE | $1,604 | $6,420-75.0% | $5,606-71.4% | $4,779-66.4% |
| Participant deferral / active EE | $4,447 | $7,641-41.8% | $6,927-35.8% | $5,609-20.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |