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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 | $6,743 | $97,020-93.0% | $83,322-91.9% | $135,379-95.0% |
| Participation rate | 57.1% | 80.4%-23.3pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -52.37% | 12.31%-64.7pp | 10.64%-63.0pp | 519.79%-572.2pp |
| Employer contribution / active EE | $1,309 | $4,144-68.4% | $3,379-61.2% | $4,779-72.6% |
| Participant deferral / active EE | $2,257 | $5,964-62.2% | $5,565-59.4% | $5,609-59.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |