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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 | $2,890 | $138,102-97.9% | $125,381-97.7% | $134,532-97.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -38.60% | 750.73%-789.3pp | 572.31%-610.9pp | 418.27%-456.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,498 | $7,801-55.2% | $7,448-53.0% | $6,401-45.4% |
| Admin fee / account holder | $234 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |