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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 | $10,320 | $180,466-94.3% | $154,114-93.3% | $135,382-92.4% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -16.26% | 888.15%-904.4pp | 735.16%-751.4pp | 519.77%-536.0pp |
| Employer contribution / active EE | $1,347 | $6,035-77.7% | $5,298-74.6% | $4,779-71.8% |
| Participant deferral / active EE | $3,389 | $5,806-41.6% | $5,081-33.3% | $5,609-39.6% |
| Admin fee / account holder | $13 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |