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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 | $15,641 | $57,352-72.7% | $83,830-81.3% | $64,173-75.6% |
| Participation rate | 26.8% | 68.6%-41.8pp | 76.1%-49.3pp | 69.6%-42.7pp |
| Annual return | -74.74% | 11.38%-86.1pp | 850.97%-925.7pp | 7.63%-82.4pp |
| Employer contribution / active EE | $866 | $2,546-66.0% | $3,631-76.1% | $2,381-63.6% |
| Participant deferral / active EE | $3,244 | $2,993+8.4% | $4,082-20.5% | $3,470-6.5% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |