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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 | $4,044 | $49,199-91.8% | $121,210-96.7% | $75,177-94.6% |
| Participation rate | 47.1% | 55.4%-8.4pp | 69.5%-22.5pp | 67.2%-20.1pp |
| Annual return | -8.35% | 56.04%-64.4pp | 987.41%-995.8pp | 160.75%-169.1pp |
| Employer contribution / active EE | $434 | $1,547-71.9% | $4,171-89.6% | $2,671-83.7% |
| Participant deferral / active EE | $896 | $2,630-65.9% | $4,084-78.1% | $4,126-78.3% |
| Admin fee / account holder | $73 | $3,946-98.1% | $5,647-98.7% | $5,651-98.7% |