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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 | $8,910 | $165,381-94.6% | $149,730-94.0% | $158,966-94.4% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | -27.46% | 348.29%-375.7pp | 276.70%-304.2pp | 302.95%-330.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,601 | $7,182-63.8% | $6,843-62.0% | $5,983-56.5% |
| Admin fee / account holder | $108 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |