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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 | $17,722 | $176,688-90.0% | $130,660-86.4% | $152,897-88.4% |
| Participation rate | 64.7% | 79.0%-14.3pp | 71.7%-7.0pp | 82.5%-17.7pp |
| Annual return | 0.47% | 2693.08%-2692.6pp | 1709.29%-1708.8pp | 345.43%-345.0pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,915 | $4,362-56.1% | $3,603-46.9% | $5,851-67.3% |
| Admin fee / account holder | $205 | $7,131-97.1% | $5,463-96.3% | $11,599-98.2% |