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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 | $7,979 | $135,645-94.1% | $110,243-92.8% | $135,380-94.1% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | -12.65% | 513.24%-525.9pp | 314.76%-327.4pp | 519.81%-532.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,722 | $5,507-68.7% | $4,672-63.1% | $5,609-69.3% |
| Admin fee / account holder | $29 | $11,458-99.7% | $8,548-99.7% | $10,828-99.7% |