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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 | $12,333 | $138,078-91.1% | $125,363-90.2% | $134,509-90.8% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -29.48% | 750.49%-780.0pp | 572.15%-601.6pp | 418.13%-447.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,744 | $7,800-26.4% | $7,447-22.9% | $6,400-10.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |