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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 | $5,919 | $90,607-93.5% | $79,467-92.6% | $135,380-95.6% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -17.25% | 977.74%-995.0pp | 718.30%-735.6pp | 519.81%-537.1pp |
| Employer contribution / active EE | $1,292 | $3,068-57.9% | $2,800-53.9% | $4,779-73.0% |
| Participant deferral / active EE | $1,515 | $4,050-62.6% | $3,704-59.1% | $5,609-73.0% |
| Admin fee / account holder | $31 | $5,895-99.5% | $5,104-99.4% | $10,828-99.7% |