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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 | $10,706 | $97,729-89.0% | $83,830-87.2% | $135,379-92.1% |
| Participation rate | 41.7% | 80.0%-38.3pp | 76.1%-34.5pp | 82.6%-41.0pp |
| Annual return | -18.68% | 1287.52%-1306.2pp | 850.97%-869.6pp | 519.79%-538.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,375 | $4,683-27.9% | $4,082-17.3% | $5,609-39.8% |
| Admin fee / account holder | $21 | $6,674-99.7% | $5,479-99.6% | $10,828-99.8% |