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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 | $14,930 | $135,645-89.0% | $110,243-86.5% | $135,379-89.0% |
| Participation rate | 21.1% | 83.5%-62.4pp | 79.8%-58.8pp | 82.6%-61.6pp |
| Annual return | -20.72% | 513.24%-534.0pp | 314.76%-335.5pp | 519.79%-540.5pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,419 | $5,507-56.1% | $4,672-48.2% | $5,609-56.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |