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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 | $8,092 | $57,352-85.9% | $83,830-90.3% | $64,173-87.4% |
| Participation rate | 63.4% | 68.6%-5.2pp | 76.1%-12.7pp | 69.6%-6.2pp |
| Annual return | -20.40% | 11.38%-31.8pp | 850.97%-871.4pp | 7.63%-28.0pp |
| Employer contribution / active EE | $1,448 | $2,546-43.1% | $3,631-60.1% | $2,381-39.2% |
| Participant deferral / active EE | $2,149 | $2,993-28.2% | $4,082-47.4% | $3,470-38.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |