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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 | $6,294 | $95,915-93.4% | $79,580-92.1% | $134,532-95.3% |
| Participation rate | 55.6% | 75.0%-19.5pp | 69.5%-13.9pp | 81.2%-25.7pp |
| Annual return | -22.95% | -2.71%-20.2pp | 0.15%-23.1pp | 418.27%-441.2pp |
| Employer contribution / active EE | $595 | $3,129-81.0% | $2,413-75.4% | $4,741-87.5% |
| Participant deferral / active EE | $2,146 | $4,693-54.3% | $3,985-46.2% | $6,401-66.5% |
| Admin fee / account holder | $71 | $9,132-99.2% | $6,835-99.0% | $11,429-99.4% |