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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 | $14,145 | $190,879-92.6% | $160,009-91.2% | $134,532-89.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -44.67% | 552.63%-597.3pp | 408.85%-453.5pp | 418.27%-462.9pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,930 | $6,924-28.8% | $6,183-20.3% | $6,401-23.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |