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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 | $1,815 | $104,106-98.3% | $71,086-97.4% | $135,382-98.7% |
| Participation rate | 23.8% | 65.7%-41.8pp | 54.7%-30.8pp | 82.6%-58.8pp |
| Annual return | -21.41% | 1256.30%-1277.7pp | 650.59%-672.0pp | 519.77%-541.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $401 | $2,527-84.1% | $1,874-78.6% | $5,609-92.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |