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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 | $19,697 | $138,076-85.7% | $123,553-84.1% | $135,380-85.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -14.01% | 153.70%-167.7pp | 119.21%-133.2pp | 519.81%-533.8pp |
| Employer contribution / active EE | $1,793 | $5,152-65.2% | $4,628-61.3% | $4,779-62.5% |
| Participant deferral / active EE | $3,586 | $6,800-47.3% | $6,426-44.2% | $5,609-36.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |