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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 | $13,199 | $82,630-84.0% | $64,105-79.4% | $125,389-89.5% |
| Participation rate | 53.8% | 75.9%-22.0pp | 68.2%-14.3pp | 83.2%-29.3pp |
| Annual return | -5.97% | 1489.72%-1495.7pp | 791.24%-797.2pp | 282.24%-288.2pp |
| Employer contribution / active EE | $770 | $2,671-71.2% | $1,820-57.7% | $4,866-84.2% |
| Participant deferral / active EE | $4,327 | $3,608+19.9% | $2,822+53.4% | $5,352-19.1% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |