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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 | $13,159 | $190,879-93.1% | $160,009-91.8% | $134,532-90.2% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -70.15% | 552.63%-622.8pp | 408.85%-479.0pp | 418.27%-488.4pp |
| Employer contribution / active EE | $1,277 | $4,995-74.4% | $4,225-69.8% | $4,741-73.1% |
| Participant deferral / active EE | $5,632 | $6,924-18.7% | $6,183-8.9% | $6,401-12.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |