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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 | $13,166 | $97,732-86.5% | $83,831-84.3% | $135,380-90.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -15.24% | 1287.56%-1302.8pp | 850.99%-866.2pp | 519.81%-535.0pp |
| Employer contribution / active EE | $890 | $4,222-78.9% | $3,631-75.5% | $4,779-81.4% |
| Participant deferral / active EE | $1,928 | $4,683-58.8% | $4,082-52.8% | $5,609-65.6% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |