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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 | $1,973 | $27,639-92.9% | $61,501-96.8% | $68,490-97.1% |
| Participation rate | 49.2% | 39.5%+9.7pp | 52.6%-3.4pp | 67.9%-18.7pp |
| Annual return | -29.10% | -13.19%-15.9pp | 339.04%-368.1pp | -7.85%-21.3pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $910 | $1,264-28.0% | $2,125-57.2% | $4,028-77.4% |
| Admin fee / account holder | $29 | $2,012-98.6% | $2,132-98.7% | $5,403-99.5% |