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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 | $5,606 | $46,360-87.9% | $147,617-96.2% | $52,331-89.3% |
| Participation rate | 15.0% | 64.9%-49.9pp | 84.6%-69.6pp | 68.1%-53.1pp |
| Annual return | -3.07% | 1.62%-4.7pp | 61.98%-65.1pp | 4.54%-7.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $716 | $2,258-68.3% | $4,895-85.4% | $3,022-76.3% |
| Admin fee / account holder | $189 | $766-75.4% | $11,612-98.4% | $592-68.1% |