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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 | $7,015 | $92,743-92.4% | $82,744-91.5% | $134,532-94.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -184.30% | 946.63%-1130.9pp | 702.22%-886.5pp | 418.27%-602.6pp |
| Employer contribution / active EE | $886 | $3,273-72.9% | $3,008-70.5% | $4,741-81.3% |
| Participant deferral / active EE | $1,977 | $4,802-58.8% | $4,395-55.0% | $6,401-69.1% |
| Admin fee / account holder | $31 | $5,977-99.5% | $5,325-99.4% | $11,429-99.7% |