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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 | $6,050 | $82,674-92.7% | $125,381-95.2% | $68,486-91.2% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -21.54% | -5.97%-15.6pp | 572.31%-593.9pp | -7.85%-13.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,623 | $6,111-57.1% | $7,448-64.8% | $4,028-34.9% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |