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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 | $1,488 | $69,518-97.9% | $59,887-97.5% | $135,379-98.9% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.7%-43.9pp | 82.6%-51.9pp |
| Annual return | -85.87% | 7.95%-93.8pp | 3.46%-89.3pp | 519.79%-605.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,128 | $4,204-73.2% | $3,402-66.8% | $5,609-79.9% |
| Admin fee / account holder | $4 | $5,734-99.9% | $3,591-99.9% | $10,828-100.0% |