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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 | $8,203 | $168,635-95.1% | $147,617-94.4% | $125,389-93.5% |
| Participation rate | 38.5% | 88.8%-50.3pp | 84.6%-46.2pp | 83.2%-44.7pp |
| Annual return | -4.07% | 77.65%-81.7pp | 61.98%-66.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,919 | $5,507-65.2% | $4,895-60.8% | $5,352-64.1% |
| Admin fee / account holder | $52 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |