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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 | $9,724 | $138,102-93.0% | $125,381-92.2% | $134,532-92.8% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -29.26% | 750.73%-780.0pp | 572.31%-601.6pp | 418.27%-447.5pp |
| Employer contribution / active EE | $1,096 | $5,245-79.1% | $4,815-77.2% | $4,741-76.9% |
| Participant deferral / active EE | $4,915 | $7,801-37.0% | $7,448-34.0% | $6,401-23.2% |
| Admin fee / account holder | $18 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |