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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 | $411 | $27,924-98.5% | $58,544-99.3% | $75,181-99.5% |
| Participation rate | 49.1% | 38.8%+10.3pp | 50.9%-1.7pp | 67.2%-18.1pp |
| Annual return | -25.71% | 44.20%-69.9pp | 4249.56%-4275.3pp | 160.69%-186.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $300 | $1,202-75.0% | $1,923-84.4% | $4,126-92.7% |
| Admin fee / account holder | $134 | $1,726-92.2% | $2,520-94.7% | $5,650-97.6% |