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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 | $8,861 | $97,729-90.9% | $83,830-89.4% | $135,379-93.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -12.46% | 1287.52%-1300.0pp | 850.97%-863.4pp | 519.79%-532.2pp |
| Employer contribution / active EE | $932 | $4,222-77.9% | $3,631-74.3% | $4,779-80.5% |
| Participant deferral / active EE | $1,397 | $4,683-70.2% | $4,082-65.8% | $5,609-75.1% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |