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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 | $5,470 | $92,684-94.1% | $82,706-93.4% | $134,509-95.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -29.06% | 945.84%-974.9pp | 701.76%-730.8pp | 418.13%-447.2pp |
| Employer contribution / active EE | $1,877 | $3,272-42.6% | $3,007-37.6% | $4,741-60.4% |
| Participant deferral / active EE | $2,179 | $4,800-54.6% | $4,394-50.4% | $6,400-66.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |