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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 | $12,074 | $138,078-91.3% | $125,363-90.4% | $134,509-91.0% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -23.38% | 750.49%-773.9pp | 572.15%-595.5pp | 418.13%-441.5pp |
| Employer contribution / active EE | $2,046 | $5,245-61.0% | $4,815-57.5% | $4,741-56.8% |
| Participant deferral / active EE | $4,047 | $7,800-48.1% | $7,447-45.7% | $6,400-36.8% |
| Admin fee / account holder | $44 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |