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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 | $8,153 | $47,977-83.0% | $154,108-94.7% | $56,289-85.5% |
| Participation rate | 31.1% | 66.2%-35.0pp | 83.0%-51.9pp | 69.9%-38.7pp |
| Annual return | -13.00% | 3.54%-16.5pp | 735.21%-748.2pp | -9.96%-3.0pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,261 | $2,392-47.3% | $5,081-75.2% | $3,350-62.3% |
| Admin fee / account holder | $198 | $438-54.9% | $13,411-98.5% | $521-62.1% |