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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 | $14,504 | $72,404-80.0% | $110,243-86.8% | $64,173-77.4% |
| Participation rate | 30.2% | 73.3%-43.1pp | 79.8%-49.6pp | 69.6%-39.3pp |
| Annual return | -10.37% | -6.29%-4.1pp | 314.76%-325.1pp | 7.63%-18.0pp |
| Employer contribution / active EE | $674 | $2,282-70.5% | $3,827-82.4% | $2,381-71.7% |
| Participant deferral / active EE | $1,763 | $3,469-49.2% | $4,672-62.3% | $3,470-49.2% |
| Admin fee / account holder | $76 | $5,664-98.7% | $8,548-99.1% | $4,887-98.4% |