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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 | $1,391 | $29,733-95.3% | $56,025-97.5% | $80,959-98.3% |
| Participation rate | 69.4% | 41.7%+27.6pp | 52.5%+16.8pp | 67.7%+1.7pp |
| Annual return | -1.70% | 35.28%-37.0pp | 1712.69%-1714.4pp | 35.67%-37.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $478 | $1,229-61.1% | $1,955-75.5% | $4,300-88.9% |
| Admin fee / account holder | $150 | $2,434-93.9% | $2,828-94.7% | $6,925-97.8% |