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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 | $7,605 | $180,462-95.8% | $154,111-95.1% | $135,379-94.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -76.29% | 888.17%-964.5pp | 735.18%-811.5pp | 519.79%-596.1pp |
| Employer contribution / active EE | $1,433 | $6,036-76.3% | $5,298-73.0% | $4,779-70.0% |
| Participant deferral / active EE | $2,792 | $5,806-51.9% | $5,081-45.1% | $5,609-50.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |