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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 | $15,896 | $127,387-87.5% | $115,038-86.2% | $125,389-87.3% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -62.32% | 31.28%-93.6pp | 26.14%-88.5pp | 282.24%-344.6pp |
| Employer contribution / active EE | $1,007 | $5,166-80.5% | $4,608-78.1% | $4,866-79.3% |
| Participant deferral / active EE | $3,287 | $6,423-48.8% | $6,026-45.5% | $5,352-38.6% |
| Admin fee / account holder | $26 | $9,516-99.7% | $8,175-99.7% | $9,541-99.7% |