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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 | $9,904 | $84,685-88.3% | $73,836-86.6% | $125,389-92.1% |
| Participation rate | 19.0% | 76.8%-57.7pp | 73.4%-54.4pp | 83.2%-64.1pp |
| Annual return | -12.08% | 3123.80%-3135.9pp | 2268.06%-2280.1pp | 282.24%-294.3pp |
| Employer contribution / active EE | $628 | $3,123-79.9% | $2,787-77.5% | $4,866-87.1% |
| Participant deferral / active EE | $745 | $3,993-81.4% | $3,583-79.2% | $5,352-86.1% |
| Admin fee / account holder | $173 | $5,694-97.0% | $4,882-96.5% | $9,541-98.2% |