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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 | $14,109 | $138,102-89.8% | $125,381-88.7% | $134,532-89.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -23.85% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $1,334 | $5,245-74.6% | $4,815-72.3% | $4,741-71.9% |
| Participant deferral / active EE | $3,444 | $7,801-55.9% | $7,448-53.8% | $6,401-46.2% |
| Admin fee / account holder | $25 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |