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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 | $5,241 | $133,998-96.1% | $112,263-95.3% | $134,545-96.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -41.14% | 47.17%-88.3pp | 27.49%-68.6pp | 418.37%-459.5pp |
| Employer contribution / active EE | $855 | $4,040-78.8% | $3,636-76.5% | $4,742-82.0% |
| Participant deferral / active EE | $2,258 | $5,292-57.3% | $4,729-52.2% | $6,401-64.7% |
| Admin fee / account holder | $225 | $7,493-97.0% | $6,410-96.5% | $11,431-98.0% |