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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 | $18,540 | $56,197-67.0% | $67,652-72.6% | $59,633-68.9% |
| Participation rate | 39.4% | 71.5%-32.0pp | 75.7%-36.2pp | 68.7%-29.2pp |
| Annual return | -3.28% | 18508.10%-18511.4pp | 6625.40%-6628.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $1,327 | $1,615-17.8% | $2,266-41.4% | $2,203-39.7% |
| Participant deferral / active EE | $2,315 | $2,844-18.6% | $3,560-35.0% | $3,192-27.5% |
| Admin fee / account holder | $3 | $3,958-99.9% | $4,821-99.9% | $4,297-99.9% |