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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 | $7,037 | $90,607-92.2% | $79,467-91.1% | $135,380-94.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -14.58% | 977.74%-992.3pp | 718.30%-732.9pp | 519.81%-534.4pp |
| Employer contribution / active EE | $1,486 | $3,068-51.6% | $2,800-47.0% | $4,779-68.9% |
| Participant deferral / active EE | $2,354 | $4,050-41.9% | $3,704-36.4% | $5,609-58.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |