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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 | $14,668 | $138,076-89.4% | $123,553-88.1% | $135,380-89.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -16.67% | 153.70%-170.4pp | 119.21%-135.9pp | 519.81%-536.5pp |
| Employer contribution / active EE | $1,916 | $5,152-62.8% | $4,628-58.6% | $4,779-59.9% |
| Participant deferral / active EE | $4,618 | $6,800-32.1% | $6,426-28.1% | $5,609-17.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |