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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 | $15,069 | $180,462-91.6% | $154,111-90.2% | $135,379-88.9% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -20.99% | 888.17%-909.2pp | 735.18%-756.2pp | 519.79%-540.8pp |
| Employer contribution / active EE | $2,797 | $6,036-53.7% | $5,298-47.2% | $4,779-41.5% |
| Participant deferral / active EE | $5,033 | $5,806-13.3% | $5,081-0.9% | $5,609-10.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |