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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 | $1,134 | $27,632-95.9% | $61,399-98.2% | $68,495-98.3% |
| Participation rate | 68.0% | 39.5%+28.5pp | 52.6%+15.4pp | 67.9%+0.1pp |
| Annual return | -25.41% | -13.24%-12.2pp | 338.81%-364.2pp | -7.84%-17.6pp |
| Employer contribution / active EE | $220 | $696-68.4% | $1,159-81.1% | $2,596-91.5% |
| Participant deferral / active EE | $275 | $1,264-78.3% | $2,124-87.1% | $4,028-93.2% |
| Admin fee / account holder | $22 | $2,010-98.9% | $2,131-99.0% | $5,403-99.6% |