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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 | $7,912 | $97,732-91.9% | $83,831-90.6% | $135,380-94.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -11.35% | 1287.56%-1298.9pp | 850.99%-862.3pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,068 | $4,222-74.7% | $3,631-70.6% | $4,779-77.7% |
| Participant deferral / active EE | $1,705 | $4,683-63.6% | $4,082-58.2% | $5,609-69.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |