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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 | $12,275 | $180,462-93.2% | $154,111-92.0% | $135,379-90.9% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -18.59% | 888.17%-906.8pp | 735.18%-753.8pp | 519.79%-538.4pp |
| Employer contribution / active EE | $1,562 | $6,036-74.1% | $5,298-70.5% | $4,779-67.3% |
| Participant deferral / active EE | $2,494 | $5,806-57.0% | $5,081-50.9% | $5,609-55.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |