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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 | $4,077 | $52,519-92.2% | $155,789-97.4% | $59,633-93.2% |
| Participation rate | 51.4% | 61.7%-10.3pp | 76.1%-24.7pp | 68.7%-17.2pp |
| Annual return | -3.19% | 53.51%-56.7pp | 71.54%-74.7pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,435 | $3,084-53.5% | $4,798-70.1% | $3,192-55.0% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |