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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 | $3,924 | $56,197-93.0% | $67,652-94.2% | $59,633-93.4% |
| Participation rate | 44.1% | 71.5%-27.4pp | 75.7%-31.6pp | 68.7%-24.6pp |
| Annual return | -17.46% | 18508.10%-18525.6pp | 6625.40%-6642.9pp | 2041.45%-2058.9pp |
| Employer contribution / active EE | $1,535 | $1,615-4.9% | $2,266-32.2% | $2,203-30.3% |
| Participant deferral / active EE | $2,435 | $2,844-14.4% | $3,560-31.6% | $3,192-23.7% |
| Admin fee / account holder | $201 | $3,958-94.9% | $4,821-95.8% | $4,297-95.3% |