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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 | $8,391 | $82,674-89.9% | $125,381-93.3% | $68,486-87.7% |
| Participation rate | 45.9% | 75.1%-29.1pp | 82.4%-36.4pp | 67.9%-21.9pp |
| Annual return | -21.71% | -5.97%-15.7pp | 572.31%-594.0pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,106 | $6,111-49.2% | $7,448-58.3% | $4,028-22.9% |
| Admin fee / account holder | $5 | $6,277-99.9% | $10,007-100.0% | $5,404-99.9% |