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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 | $8,190 | $197,819-95.9% | $155,789-94.7% | $125,389-93.5% |
| Participation rate | 37.5% | 82.1%-44.6pp | 76.1%-38.6pp | 83.2%-45.7pp |
| Annual return | -7.38% | 86.73%-94.1pp | 71.54%-78.9pp | 282.24%-289.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,869 | $5,631-66.8% | $4,798-61.0% | $5,352-65.1% |
| Admin fee / account holder | $256 | $9,544-97.3% | $7,477-96.6% | $9,541-97.3% |