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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 | $17,572 | $180,462-90.3% | $154,111-88.6% | $135,379-87.0% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -23.01% | 888.17%-911.2pp | 735.18%-758.2pp | 519.79%-542.8pp |
| Employer contribution / active EE | $1,911 | $6,036-68.3% | $5,298-63.9% | $4,779-60.0% |
| Participant deferral / active EE | $3,222 | $5,806-44.5% | $5,081-36.6% | $5,609-42.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |