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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 | $13,937 | $167,362-91.7% | $143,799-90.3% | $134,532-89.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.35% | 0.47%-25.8pp | -0.04%-25.3pp | 418.27%-443.6pp |
| Employer contribution / active EE | $2,330 | $5,620-58.5% | $4,952-52.9% | $4,741-50.9% |
| Participant deferral / active EE | $2,551 | $6,447-60.4% | $5,638-54.8% | $6,401-60.1% |
| Admin fee / account holder | $234 | $18,094-98.7% | $14,677-98.4% | $11,429-98.0% |