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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 | $13,923 | $148,623-90.6% | $135,974-89.8% | $139,466-90.0% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | -3.22% | 79.30%-82.5pp | 68.30%-71.5pp | 373.66%-376.9pp |
| Employer contribution / active EE | $1,175 | $5,246-77.6% | $4,859-75.8% | $4,754-75.3% |
| Participant deferral / active EE | $2,560 | $8,103-68.4% | $7,760-67.0% | $6,712-61.9% |
| Admin fee / account holder | $51 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |