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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 | $11,707 | $85,171-86.3% | $172,752-93.2% | $72,975-84.0% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | -57.67% | 27.32%-85.0pp | 802.97%-860.6pp | 81.01%-138.7pp |
| Employer contribution / active EE | $857 | $3,324-74.2% | $5,144-83.3% | $2,440-64.9% |
| Participant deferral / active EE | $2,040 | $3,260-37.4% | $5,198-60.7% | $3,608-43.4% |
| Admin fee / account holder | $98 | $5,880-98.3% | $13,955-99.3% | $5,124-98.1% |