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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 | $1,251 | $29,319-95.7% | $52,425-97.6% | $82,448-98.5% |
| Participation rate | 38.7% | 46.9%-8.1pp | 55.6%-16.9pp | 68.1%-29.4pp |
| Annual return | -3.89% | 535.20%-539.1pp | 302.12%-306.0pp | 41.64%-45.5pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $309 | $1,171-73.6% | $1,790-82.7% | $4,139-92.5% |
| Admin fee / account holder | $153 | $1,962-92.2% | $2,495-93.9% | $7,234-97.9% |