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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 | $4,989 | $56,197-91.1% | $67,652-92.6% | $59,633-91.6% |
| Participation rate | 38.0% | 71.5%-33.5pp | 75.7%-37.7pp | 68.7%-30.7pp |
| Annual return | -2.80% | 18508.10%-18510.9pp | 6625.40%-6628.2pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,041 | $1,615-35.5% | $2,266-54.0% | $2,203-52.7% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $67 | $3,958-98.3% | $4,821-98.6% | $4,297-98.4% |