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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 | $8,454 | $84,518-90.0% | $67,704-87.5% | $125,389-93.3% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -191.17% | 2.57%-193.7pp | 25.41%-216.6pp | 282.24%-473.4pp |
| Employer contribution / active EE | $12,379 | $3,292+276.0% | $2,559+383.7% | $4,866+154.4% |
| Participant deferral / active EE | $26,714 | $4,430+503.0% | $3,585+645.1% | $5,352+399.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |