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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 | $18,338 | $180,462-89.8% | $154,111-88.1% | $135,379-86.5% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | -23.90% | 888.17%-912.1pp | 735.18%-759.1pp | 519.79%-543.7pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,034 | $5,806-47.7% | $5,081-40.3% | $5,609-45.9% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |