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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 | $9,820 | $95,975-89.8% | $74,549-86.8% | $135,379-92.7% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -12.86% | 56.96%-69.8pp | 32.53%-45.4pp | 519.79%-532.6pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,959 | $3,844-49.0% | $3,108-37.0% | $5,609-65.1% |
| Admin fee / account holder | $39 | $6,522-99.4% | $5,059-99.2% | $10,828-99.6% |