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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 | $14,605 | $45,566-67.9% | $64,105-77.2% | $59,633-75.5% |
| Participation rate | 39.6% | 60.2%-20.6pp | 68.2%-28.6pp | 68.7%-29.1pp |
| Annual return | -2.85% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,652 | $2,057-19.7% | $2,822-41.4% | $3,192-48.2% |
| Admin fee / account holder | $7 | $3,268-99.8% | $4,499-99.8% | $4,297-99.8% |