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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 | $17,158 | $56,197-69.5% | $67,652-74.6% | $59,633-71.2% |
| Participation rate | 18.5% | 71.5%-53.0pp | 75.7%-57.1pp | 68.7%-50.2pp |
| Annual return | -4.26% | 18508.10%-18512.4pp | 6625.40%-6629.7pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,066 | $2,844-27.3% | $3,560-42.0% | $3,192-35.3% |
| Admin fee / account holder | $82 | $3,958-97.9% | $4,821-98.3% | $4,297-98.1% |