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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 | $17,526 | $160,059-89.1% | $140,019-87.5% | $135,380-87.1% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.5%-18.3pp | 82.6%-13.4pp |
| Annual return | -12.69% | 911.48%-924.2pp | 651.17%-663.9pp | 519.81%-532.5pp |
| Employer contribution / active EE | $2,635 | $6,420-59.0% | $5,605-53.0% | $4,779-44.9% |
| Participant deferral / active EE | $3,121 | $7,641-59.2% | $6,927-54.9% | $5,609-44.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |