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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 | $9,496 | $57,352-83.4% | $83,830-88.7% | $64,173-85.2% |
| Participation rate | 36.7% | 68.6%-31.9pp | 76.1%-39.5pp | 69.6%-32.9pp |
| Annual return | -35.81% | 11.38%-47.2pp | 850.97%-886.8pp | 7.63%-43.4pp |
| Employer contribution / active EE | $1,201 | $2,546-52.8% | $3,631-66.9% | $2,381-49.6% |
| Participant deferral / active EE | $2,241 | $2,993-25.1% | $4,082-45.1% | $3,470-35.4% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |