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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 | $689 | $29,733-97.7% | $56,025-98.8% | $80,959-99.1% |
| Participation rate | 64.7% | 41.7%+23.0pp | 52.5%+12.2pp | 67.7%-3.0pp |
| Annual return | -52.92% | 35.28%-88.2pp | 1712.69%-1765.6pp | 35.67%-88.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $381 | $1,229-69.0% | $1,955-80.5% | $4,300-91.1% |
| Admin fee / account holder | $295 | $2,434-87.9% | $2,828-89.6% | $6,925-95.7% |