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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 | $9,291 | $107,809-91.4% | $90,657-89.8% | $135,380-93.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -77.24% | -0.90%-76.3pp | 1.89%-79.1pp | 519.81%-597.0pp |
| Employer contribution / active EE | $2,861 | $3,018-5.2% | $2,532+13.0% | $4,779-40.1% |
| Participant deferral / active EE | $4,369 | $3,872+12.8% | $3,424+27.6% | $5,609-22.1% |
| Admin fee / account holder | $27 | $5,931-99.5% | $4,994-99.5% | $10,828-99.8% |