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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 | $15,468 | $57,352-73.0% | $83,831-81.5% | $64,173-75.9% |
| Participation rate | 28.8% | 68.6%-39.8pp | 76.1%-47.3pp | 69.6%-40.7pp |
| Annual return | -30.44% | 11.38%-41.8pp | 850.99%-881.4pp | 7.63%-38.1pp |
| Employer contribution / active EE | $845 | $2,546-66.8% | $3,631-76.7% | $2,381-64.5% |
| Participant deferral / active EE | $2,833 | $2,993-5.3% | $4,082-30.6% | $3,470-18.3% |
| Admin fee / account holder | $24 | $4,046-99.4% | $5,479-99.6% | $4,887-99.5% |