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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 | $8,032 | $138,078-94.2% | $125,363-93.6% | $134,509-94.0% |
| Participation rate | 45.0% | 84.5%-39.5pp | 82.4%-37.4pp | 81.2%-36.2pp |
| Annual return | -24.45% | 750.49%-774.9pp | 572.15%-596.6pp | 418.13%-442.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,874 | $7,800-63.2% | $7,447-61.4% | $6,400-55.1% |
| Admin fee / account holder | $276 | $11,566-97.6% | $10,005-97.2% | $11,427-97.6% |