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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 | $1,598 | $27,936-94.3% | $58,561-97.3% | $75,173-97.9% |
| Participation rate | 34.1% | 38.8%-4.7pp | 50.9%-16.7pp | 67.2%-33.1pp |
| Annual return | -31.63% | 44.21%-75.8pp | 4251.33%-4283.0pp | 160.72%-192.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $532 | $1,202-55.7% | $1,923-72.3% | $4,126-87.1% |
| Admin fee / account holder | $248 | $1,727-85.7% | $2,520-90.2% | $5,651-95.6% |