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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 | $2,641 | $82,324-96.8% | $68,803-96.2% | $134,545-98.0% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -65.20% | -2.17%-63.0pp | -6.37%-58.8pp | 418.37%-483.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,007 | $4,740-57.7% | $3,942-49.1% | $6,401-68.6% |
| Admin fee / account holder | $197 | $6,485-97.0% | $4,936-96.0% | $11,431-98.3% |