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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 | $8,957 | $90,606-90.1% | $79,466-88.7% | $135,379-93.4% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -19.42% | 977.69%-997.1pp | 718.28%-737.7pp | 519.79%-539.2pp |
| Employer contribution / active EE | $80 | $3,068-97.4% | $2,800-97.1% | $4,779-98.3% |
| Participant deferral / active EE | $1,190 | $4,050-70.6% | $3,704-67.9% | $5,609-78.8% |
| Admin fee / account holder | $240 | $5,895-95.9% | $5,104-95.3% | $10,828-97.8% |