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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 | $11,445 | $45,152-74.7% | $73,836-84.5% | $59,633-80.8% |
| Participation rate | 61.7% | 64.0%-2.3pp | 73.4%-11.7pp | 68.7%-7.0pp |
| Annual return | -4.72% | 27.40%-32.1pp | 2268.06%-2272.8pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $792 | $1,901-58.4% | $2,787-71.6% | $2,203-64.1% |
| Participant deferral / active EE | $1,102 | $2,573-57.2% | $3,583-69.3% | $3,192-65.5% |
| Admin fee / account holder | $240 | $3,515-93.2% | $4,882-95.1% | $4,297-94.4% |