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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 | $9,215 | $138,075-93.3% | $123,552-92.5% | $135,379-93.2% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -50.40% | 153.70%-204.1pp | 119.20%-169.6pp | 519.79%-570.2pp |
| Employer contribution / active EE | $1,881 | $5,152-63.5% | $4,628-59.4% | $4,779-60.6% |
| Participant deferral / active EE | $2,703 | $6,800-60.3% | $6,426-57.9% | $5,609-51.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |