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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 | $3,796 | $93,117-95.9% | $77,096-95.1% | $134,532-97.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | -30.64% | 62.67%-93.3pp | 42.35%-73.0pp | 418.27%-448.9pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,088 | $5,241-79.3% | $4,429-75.4% | $6,401-83.0% |
| Admin fee / account holder | $87 | $6,948-98.7% | $5,428-98.4% | $11,429-99.2% |