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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 | $10,279 | $97,729-89.5% | $83,830-87.7% | $135,379-92.4% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -16.21% | 1287.52%-1303.7pp | 850.97%-867.2pp | 519.79%-536.0pp |
| Employer contribution / active EE | $1,244 | $4,222-70.5% | $3,631-65.7% | $4,779-74.0% |
| Participant deferral / active EE | $1,555 | $4,683-66.8% | $4,082-61.9% | $5,609-72.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |