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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 | $15,561 | $160,059-90.3% | $140,019-88.9% | $135,379-88.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | -13.42% | 911.44%-924.9pp | 651.15%-664.6pp | 519.79%-533.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,379 | $7,641-55.8% | $6,927-51.2% | $5,609-39.8% |
| Admin fee / account holder | $143 | $13,328-98.9% | $10,705-98.7% | $10,828-98.7% |