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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 | $6,819 | $87,016-92.2% | $63,244-89.2% | $125,389-94.6% |
| Participation rate | 69.6% | 77.1%-7.5pp | 71.0%-1.5pp | 83.2%-13.6pp |
| Annual return | -17.91% | 21.71%-39.6pp | -70.31%+52.4pp | 282.24%-300.1pp |
| Employer contribution / active EE | $1,623 | $3,601-54.9% | $2,322-30.1% | $4,866-66.6% |
| Participant deferral / active EE | $2,275 | $3,939-42.3% | $2,953-23.0% | $5,352-57.5% |
| Admin fee / account holder | $69 | $11,954-99.4% | $5,893-98.8% | $9,541-99.3% |