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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 | $12,711 | $78,694-83.8% | $67,652-81.2% | $125,389-89.9% |
| Participation rate | 47.1% | 78.8%-31.7pp | 75.7%-28.6pp | 83.2%-36.1pp |
| Annual return | -25.72% | 9.46%-35.2pp | 6625.40%-6651.1pp | 282.24%-308.0pp |
| Employer contribution / active EE | $2,207 | $3,044-27.5% | $2,266-2.6% | $4,866-54.6% |
| Participant deferral / active EE | $3,485 | $4,292-18.8% | $3,560-2.1% | $5,352-34.9% |
| Admin fee / account holder | $14 | $7,403-99.8% | $4,821-99.7% | $9,541-99.9% |