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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 | $15,123 | $82,678-81.7% | $125,391-87.9% | $68,490-77.9% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -20.66% | -5.97%-14.7pp | 572.41%-593.1pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,266 | $6,111-46.6% | $7,448-56.1% | $4,028-18.9% |
| Admin fee / account holder | $146 | $6,277-97.7% | $10,009-98.5% | $5,403-97.3% |