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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 | $1,538 | $84,464-98.2% | $61,399-97.5% | $134,509-98.9% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -48.65% | 585.06%-633.7pp | 338.81%-387.5pp | 418.13%-466.8pp |
| Employer contribution / active EE | $532 | $1,545-65.6% | $1,159-54.1% | $4,741-88.8% |
| Participant deferral / active EE | $643 | $2,818-77.2% | $2,124-69.7% | $6,400-90.0% |
| Admin fee / account holder | $11 | $2,587-99.6% | $2,131-99.5% | $11,427-99.9% |