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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 | $4,931 | $95,979-94.9% | $74,551-93.4% | $135,380-96.4% |
| Participation rate | 52.4% | 75.7%-23.3pp | 69.1%-16.8pp | 82.6%-30.3pp |
| Annual return | -19.58% | 56.97%-76.5pp | 32.53%-52.1pp | 519.81%-539.4pp |
| Employer contribution / active EE | $461 | $2,716-83.0% | $1,961-76.5% | $4,779-90.3% |
| Participant deferral / active EE | $1,190 | $3,844-69.0% | $3,108-61.7% | $5,609-78.8% |
| Admin fee / account holder | $90 | $6,522-98.6% | $5,059-98.2% | $10,828-99.2% |