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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 | $24,097 | $135,645-82.2% | $110,243-78.1% | $135,380-82.2% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.8%-59.8pp | 82.6%-62.6pp |
| Annual return | -14.02% | 513.24%-527.3pp | 314.76%-328.8pp | 519.81%-533.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,900 | $5,507-11.0% | $4,672+4.9% | $5,609-12.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |