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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 | $1,067 | $76,608-98.6% | $56,077-98.1% | $145,877-99.3% |
| Participation rate | 64.3% | 63.2%+1.0pp | 52.5%+11.8pp | 80.3%-16.0pp |
| Annual return | -8.06% | 3009.59%-3017.6pp | 1709.28%-1717.3pp | 551.28%-559.3pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $530 | $2,624-79.8% | $1,954-72.9% | $6,691-92.1% |
| Admin fee / account holder | $290 | $3,325-91.3% | $2,825-89.7% | $13,402-97.8% |