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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 | $10,572 | $95,975-89.0% | $74,549-85.8% | $135,379-92.2% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -44.27% | 56.96%-101.2pp | 32.53%-76.8pp | 519.79%-564.1pp |
| Employer contribution / active EE | $491 | $2,716-81.9% | $1,961-75.0% | $4,779-89.7% |
| Participant deferral / active EE | $2,380 | $3,844-38.1% | $3,108-23.4% | $5,609-57.6% |
| Admin fee / account holder | $26 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |