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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 | $1,617 | $57,072-97.2% | - | $125,389-98.7% |
| Participation rate | 58.3% | 73.1%-14.8pp | - | 83.2%-24.9pp |
| Annual return | -13.98% | 36.57%-50.5pp | - | 282.24%-296.2pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | - | $4,866-100.0% |
| Participant deferral / active EE | $821 | $3,350-75.5% | - | $5,352-84.7% |
| Admin fee / account holder | $0 | $2,644-100.0% | - | $9,541-100.0% |