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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 | $2,349 | $92,766-97.5% | $82,763-97.2% | $134,545-98.3% |
| Participation rate | 45.0% | 75.2%-30.2pp | 72.6%-27.6pp | 81.2%-36.2pp |
| Annual return | -23.84% | 946.97%-970.8pp | 702.45%-726.3pp | 418.37%-442.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,469 | $4,802-69.4% | $4,395-66.6% | $6,401-77.1% |
| Admin fee / account holder | $253 | $5,978-95.8% | $5,325-95.3% | $11,431-97.8% |