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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 | $4,160 | $30,732-86.5% | $59,496-93.0% | $59,633-93.0% |
| Participation rate | 26.2% | 43.2%-17.1pp | 54.6%-28.4pp | 68.7%-42.5pp |
| Annual return | -65.55% | 4.47%-70.0pp | 182.05%-247.6pp | 2041.40%-2106.9pp |
| Employer contribution / active EE | $307 | $631-51.4% | $1,153-73.4% | $2,203-86.1% |
| Participant deferral / active EE | $790 | $1,183-33.2% | $1,829-56.8% | $3,192-75.2% |
| Admin fee / account holder | $127 | $2,136-94.1% | $2,232-94.3% | $4,297-97.0% |