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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 | $5,474 | $32,117-83.0% | $71,086-92.3% | $64,173-91.5% |
| Participation rate | 24.3% | 42.7%-18.4pp | 54.7%-30.3pp | 69.6%-45.2pp |
| Annual return | -17.87% | -5.57%-12.3pp | 650.59%-668.5pp | 7.63%-25.5pp |
| Employer contribution / active EE | $273 | $712-61.7% | $1,088-74.9% | $2,381-88.5% |
| Participant deferral / active EE | $699 | $1,263-44.6% | $1,874-62.7% | $3,470-79.8% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |