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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 | $333 | $232,540-99.9% | $185,117-99.8% | $147,586-99.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | -123.95% | 43.03%-167.0pp | 40.50%-164.4pp | 578.59%-702.5pp |
| Employer contribution / active EE | $2,503 | $5,195-51.8% | $4,182-40.2% | $4,876-48.7% |
| Participant deferral / active EE | $4,318 | $5,834-26.0% | $5,045-14.4% | $5,439-20.6% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |