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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 | $8,339 | $57,352-85.5% | $83,830-90.1% | $64,173-87.0% |
| Participation rate | 41.4% | 68.6%-27.2pp | 76.1%-34.8pp | 69.6%-28.2pp |
| Annual return | -35.16% | 11.38%-46.5pp | 850.97%-886.1pp | 7.63%-42.8pp |
| Employer contribution / active EE | $793 | $2,546-68.8% | $3,631-78.2% | $2,381-66.7% |
| Participant deferral / active EE | $2,329 | $2,993-22.2% | $4,082-42.9% | $3,470-32.9% |
| Admin fee / account holder | $12 | $4,046-99.7% | $5,479-99.8% | $4,887-99.8% |