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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 | $9,996 | $97,732-89.8% | $83,831-88.1% | $135,380-92.6% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -28.79% | 1287.56%-1316.3pp | 850.99%-879.8pp | 519.81%-548.6pp |
| Employer contribution / active EE | $1,916 | $4,222-54.6% | $3,631-47.2% | $4,779-59.9% |
| Participant deferral / active EE | $3,475 | $4,683-25.8% | $4,082-14.9% | $5,609-38.0% |
| Admin fee / account holder | $68 | $6,675-99.0% | $5,479-98.8% | $10,828-99.4% |