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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 | $14,028 | $97,732-85.6% | $83,831-83.3% | $135,380-89.6% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -11.59% | 1287.56%-1299.1pp | 850.99%-862.6pp | 519.81%-531.4pp |
| Employer contribution / active EE | $1,029 | $4,222-75.6% | $3,631-71.7% | $4,779-78.5% |
| Participant deferral / active EE | $2,665 | $4,683-43.1% | $4,082-34.7% | $5,609-52.5% |
| Admin fee / account holder | $240 | $6,675-96.4% | $5,479-95.6% | $10,828-97.8% |