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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 | $5,859 | $92,766-93.7% | $82,763-92.9% | $134,545-95.6% |
| Participation rate | 69.2% | 75.2%-6.0pp | 72.6%-3.3pp | 81.2%-12.0pp |
| Annual return | -39.85% | 946.97%-986.8pp | 702.45%-742.3pp | 418.37%-458.2pp |
| Employer contribution / active EE | $1,202 | $3,273-63.3% | $3,008-60.1% | $4,742-74.7% |
| Participant deferral / active EE | $2,161 | $4,802-55.0% | $4,395-50.8% | $6,401-66.2% |
| Admin fee / account holder | $149 | $5,978-97.5% | $5,325-97.2% | $11,431-98.7% |