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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 | $8,342 | $190,916-95.6% | $160,037-94.8% | $134,545-93.8% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.0%-38.0pp | 81.2%-41.2pp |
| Annual return | -21.83% | 552.79%-574.6pp | 408.95%-430.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $1,010 | $4,996-79.8% | $4,226-76.1% | $4,742-78.7% |
| Participant deferral / active EE | $1,525 | $6,925-78.0% | $6,184-75.3% | $6,401-76.2% |
| Admin fee / account holder | $27 | $10,497-99.7% | $8,716-99.7% | $11,431-99.8% |