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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 | $5,243 | $75,832-93.1% | $147,617-96.4% | $59,633-91.2% |
| Participation rate | 19.4% | 71.6%-52.2pp | 84.6%-65.3pp | 68.7%-49.3pp |
| Annual return | -7.09% | 0.37%-7.5pp | 61.98%-69.1pp | 2041.45%-2048.5pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $917 | $3,131-70.7% | $4,895-81.3% | $3,192-71.3% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |