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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 | $10,943 | $190,879-94.3% | $160,009-93.2% | $134,532-91.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -77.41% | 552.63%-630.0pp | 408.85%-486.3pp | 418.27%-495.7pp |
| Employer contribution / active EE | $2,300 | $4,995-54.0% | $4,225-45.6% | $4,741-51.5% |
| Participant deferral / active EE | $4,957 | $6,924-28.4% | $6,183-19.8% | $6,401-22.6% |
| Admin fee / account holder | $52 | $10,495-99.5% | $8,715-99.4% | $11,429-99.5% |