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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 | $5,021 | $90,607-94.5% | $79,467-93.7% | $135,380-96.3% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -30.22% | 977.74%-1008.0pp | 718.30%-748.5pp | 519.81%-550.0pp |
| Employer contribution / active EE | $1,115 | $3,068-63.7% | $2,800-60.2% | $4,779-76.7% |
| Participant deferral / active EE | $1,457 | $4,050-64.0% | $3,704-60.7% | $5,609-74.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |