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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 | $11,341 | $48,274-76.5% | $63,244-82.1% | $59,633-81.0% |
| Participation rate | 69.2% | 66.3%+2.9pp | 71.0%-1.8pp | 68.7%+0.6pp |
| Annual return | -3.93% | -240.79%+236.9pp | -70.31%+66.4pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $416 | $1,586-73.8% | $2,322-82.1% | $2,203-81.1% |
| Participant deferral / active EE | $2,629 | $2,343+12.2% | $2,953-11.0% | $3,192-17.6% |
| Admin fee / account holder | $250 | $3,600-93.0% | $5,893-95.8% | $4,297-94.2% |