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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 | $11,973 | $138,102-91.3% | $125,381-90.5% | $134,532-91.1% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -65.11% | 750.73%-815.8pp | 572.31%-637.4pp | 418.27%-483.4pp |
| Employer contribution / active EE | $1,537 | $5,245-70.7% | $4,815-68.1% | $4,741-67.6% |
| Participant deferral / active EE | $5,798 | $7,801-25.7% | $7,448-22.1% | $6,401-9.4% |
| Admin fee / account holder | $54 | $11,568-99.5% | $10,007-99.5% | $11,429-99.5% |