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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 | $7,111 | $180,462-96.1% | $154,111-95.4% | $135,379-94.7% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -5290.00% | 888.17%-6178.2pp | 735.18%-6025.2pp | 519.79%-5809.8pp |
| Employer contribution / active EE | $1,506 | $6,036-75.1% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $2,375 | $5,806-59.1% | $5,081-53.3% | $5,609-57.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |