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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 | $5,835 | $92,219-93.7% | $76,767-92.4% | $135,380-95.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -238.03% | 5.46%-243.5pp | 2.43%-240.5pp | 519.81%-757.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,119 | $4,508-8.6% | $3,852+6.9% | $5,609-26.6% |
| Admin fee / account holder | $13 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |