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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 | $516 | $29,319-98.2% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 62.1% | 46.9%+15.2pp | 55.6%+6.4pp | 68.1%-6.0pp |
| Annual return | -23.52% | 535.20%-558.7pp | 302.12%-325.6pp | 41.64%-65.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $408 | $1,171-65.2% | $1,790-77.2% | $4,139-90.2% |
| Admin fee / account holder | $160 | $1,962-91.9% | $2,495-93.6% | $7,234-97.8% |