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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 | $6,204 | $104,106-94.0% | $71,086-91.3% | $135,382-95.4% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -19.19% | 1256.30%-1275.5pp | 650.59%-669.8pp | 519.77%-539.0pp |
| Employer contribution / active EE | $2,402 | $1,485+61.8% | $1,088+120.9% | $4,779-49.7% |
| Participant deferral / active EE | $5,420 | $2,527+114.5% | $1,874+189.2% | $5,609-3.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |