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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 | $8,251 | $75,962-89.1% | $154,111-94.6% | $64,173-87.1% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -17.48% | 30.32%-47.8pp | 735.18%-752.7pp | 7.63%-25.1pp |
| Employer contribution / active EE | $672 | $3,350-79.9% | $5,298-87.3% | $2,381-71.8% |
| Participant deferral / active EE | $2,245 | $3,175-29.3% | $5,081-55.8% | $3,470-35.3% |
| Admin fee / account holder | $274 | $5,589-95.1% | $13,411-98.0% | $4,887-94.4% |