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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 | $3,452 | $97,732-96.5% | $83,831-95.9% | $135,380-97.5% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -87.60% | 1287.56%-1375.2pp | 850.99%-938.6pp | 519.81%-607.4pp |
| Employer contribution / active EE | $1,453 | $4,222-65.6% | $3,631-60.0% | $4,779-69.6% |
| Participant deferral / active EE | $4,078 | $4,683-12.9% | $4,082-0.1% | $5,609-27.3% |
| Admin fee / account holder | $34 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |