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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 | $11,530 | $138,076-91.6% | $123,553-90.7% | $135,380-91.5% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -66.87% | 153.70%-220.6pp | 119.21%-186.1pp | 519.81%-586.7pp |
| Employer contribution / active EE | $2,075 | $5,152-59.7% | $4,628-55.2% | $4,779-56.6% |
| Participant deferral / active EE | $4,999 | $6,800-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $85 | $10,917-99.2% | $9,284-99.1% | $10,828-99.2% |