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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 | $16,665 | $135,645-87.7% | $110,243-84.9% | $135,379-87.7% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | -21.16% | 513.24%-534.4pp | 314.76%-335.9pp | 519.79%-540.9pp |
| Employer contribution / active EE | $1,696 | $4,907-65.4% | $3,827-55.7% | $4,779-64.5% |
| Participant deferral / active EE | $3,644 | $5,507-33.8% | $4,672-22.0% | $5,609-35.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |