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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 | $8,082 | $90,606-91.1% | $79,466-89.8% | $135,379-94.0% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -63.61% | 977.69%-1041.3pp | 718.28%-781.9pp | 519.79%-583.4pp |
| Employer contribution / active EE | $1,266 | $3,068-58.7% | $2,800-54.8% | $4,779-73.5% |
| Participant deferral / active EE | $3,761 | $4,050-7.1% | $3,704+1.5% | $5,609-33.0% |
| Admin fee / account holder | $24 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |