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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 | $13,842 | $52,519-73.6% | $155,789-91.1% | $59,633-76.8% |
| Participation rate | 10.5% | 61.7%-51.2pp | 76.1%-65.6pp | 68.7%-58.1pp |
| Annual return | -4.07% | 53.51%-57.6pp | 71.54%-75.6pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,216 | $3,084-60.6% | $4,798-74.6% | $3,192-61.9% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |