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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 | $23,795 | $180,462-86.8% | $154,111-84.6% | $135,379-82.4% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -25.09% | 888.17%-913.3pp | 735.18%-760.3pp | 519.79%-544.9pp |
| Employer contribution / active EE | $1,993 | $6,036-67.0% | $5,298-62.4% | $4,779-58.3% |
| Participant deferral / active EE | $6,328 | $5,806+9.0% | $5,081+24.6% | $5,609+12.8% |
| Admin fee / account holder | $290 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |