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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 | $2,127 | $95,188-97.8% | $76,518-97.2% | $135,379-98.4% |
| Participation rate | 37.5% | 74.4%-36.9pp | 68.0%-30.5pp | 82.6%-45.1pp |
| Annual return | -26.47% | 4.85%-31.3pp | -0.27%-26.2pp | 519.79%-546.3pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $930 | $4,640-80.0% | $3,836-75.8% | $5,609-83.4% |
| Admin fee / account holder | $178 | $6,249-97.2% | $4,849-96.3% | $10,828-98.4% |