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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 | $6,809 | $97,761-93.0% | $83,850-91.9% | $135,382-95.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -46.15% | 1287.44%-1333.6pp | 850.92%-897.1pp | 519.77%-565.9pp |
| Employer contribution / active EE | $1,434 | $4,222-66.0% | $3,631-60.5% | $4,779-70.0% |
| Participant deferral / active EE | $1,654 | $4,682-64.7% | $4,082-59.5% | $5,609-70.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |