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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 | $13,095 | $56,197-76.7% | $67,652-80.6% | $59,633-78.0% |
| Participation rate | 30.6% | 71.5%-40.9pp | 75.7%-45.1pp | 68.7%-38.1pp |
| Annual return | -5.66% | 18508.10%-18513.8pp | 6625.40%-6631.1pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,729 | $2,844-4.0% | $3,560-23.3% | $3,192-14.5% |
| Admin fee / account holder | $8 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |