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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 | $4,164 | $92,743-95.5% | $82,744-95.0% | $134,532-96.9% |
| Participation rate | 42.1% | 75.2%-33.1pp | 72.6%-30.5pp | 81.2%-39.1pp |
| Annual return | -81.98% | 946.63%-1028.6pp | 702.22%-784.2pp | 418.27%-500.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,726 | $4,802-64.1% | $4,395-60.7% | $6,401-73.0% |
| Admin fee / account holder | $40 | $5,977-99.3% | $5,325-99.3% | $11,429-99.7% |