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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 | $6,109 | $92,766-93.4% | $82,763-92.6% | $134,545-95.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -21.24% | 946.97%-968.2pp | 702.45%-723.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,086 | $4,802-56.6% | $4,395-52.5% | $6,401-67.4% |
| Admin fee / account holder | $21 | $5,978-99.6% | $5,325-99.6% | $11,431-99.8% |