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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 | $1,655 | $27,632-94.0% | $61,399-97.3% | $68,495-97.6% |
| Participation rate | 14.7% | 39.5%-24.8pp | 52.6%-37.9pp | 67.9%-53.2pp |
| Annual return | -210.46% | -13.24%-197.2pp | 338.81%-549.3pp | -7.84%-202.6pp |
| Employer contribution / active EE | $134 | $696-80.7% | $1,159-88.4% | $2,596-94.8% |
| Participant deferral / active EE | $365 | $1,264-71.1% | $2,124-82.8% | $4,028-90.9% |
| Admin fee / account holder | $189 | $2,010-90.6% | $2,131-91.1% | $5,403-96.5% |