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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 | $5,251 | $56,197-90.7% | $67,652-92.2% | $59,633-91.2% |
| Participation rate | 39.3% | 71.5%-32.2pp | 75.7%-36.4pp | 68.7%-29.4pp |
| Annual return | -9.88% | 18508.10%-18518.0pp | 6625.40%-6635.3pp | 2041.45%-2051.3pp |
| Employer contribution / active EE | $827 | $1,615-48.8% | $2,266-63.5% | $2,203-62.4% |
| Participant deferral / active EE | $1,267 | $2,844-55.4% | $3,560-64.4% | $3,192-60.3% |
| Admin fee / account holder | $9 | $3,958-99.8% | $4,821-99.8% | $4,297-99.8% |