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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 | $13,141 | $97,729-86.6% | $83,830-84.3% | $135,379-90.3% |
| Participation rate | 52.9% | 80.0%-27.0pp | 76.1%-23.2pp | 82.6%-29.7pp |
| Annual return | -13.24% | 1287.52%-1300.8pp | 850.97%-864.2pp | 519.79%-533.0pp |
| Employer contribution / active EE | $1,182 | $4,222-72.0% | $3,631-67.4% | $4,779-75.3% |
| Participant deferral / active EE | $1,812 | $4,683-61.3% | $4,082-55.6% | $5,609-67.7% |
| Admin fee / account holder | $179 | $6,674-97.3% | $5,479-96.7% | $10,828-98.3% |