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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 | $7,810 | $39,798-80.4% | $67,704-88.5% | $59,633-86.9% |
| Participation rate | 67.7% | 57.4%+10.4pp | 67.5%+0.2pp | 68.7%-0.9pp |
| Annual return | -19.18% | 89.94%-109.1pp | 25.41%-44.6pp | 2041.45%-2060.6pp |
| Employer contribution / active EE | $1,288 | $1,393-7.6% | $2,559-49.7% | $2,203-41.5% |
| Participant deferral / active EE | $3,140 | $2,335+34.5% | $3,585-12.4% | $3,192-1.6% |
| Admin fee / account holder | $250 | $3,212-92.2% | $4,255-94.1% | $4,297-94.2% |