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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 | $9,866 | $180,462-94.5% | $154,111-93.6% | $135,379-92.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -23.41% | 888.17%-911.6pp | 735.18%-758.6pp | 519.79%-543.2pp |
| Employer contribution / active EE | $2,181 | $6,036-63.9% | $5,298-58.8% | $4,779-54.4% |
| Participant deferral / active EE | $3,501 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $30 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |