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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 | $15,456 | $138,076-88.8% | $123,553-87.5% | $135,380-88.6% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -42.46% | 153.70%-196.2pp | 119.21%-161.7pp | 519.81%-562.3pp |
| Employer contribution / active EE | $1,751 | $5,152-66.0% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $3,598 | $6,800-47.1% | $6,426-44.0% | $5,609-35.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |