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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 | $2,998 | $95,975-96.9% | $74,549-96.0% | $135,379-97.8% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -182.94% | 56.96%-239.9pp | 32.53%-215.5pp | 519.79%-702.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,834 | $3,844-52.3% | $3,108-41.0% | $5,609-67.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |