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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 | $7,133 | $92,684-92.3% | $82,706-91.4% | $134,509-94.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -26.95% | 945.84%-972.8pp | 701.76%-728.7pp | 418.13%-445.1pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,092 | $4,800-77.2% | $4,394-75.1% | $6,400-82.9% |
| Admin fee / account holder | $40 | $5,982-99.3% | $5,329-99.2% | $11,427-99.6% |