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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 | $4,185 | $95,915-95.6% | $79,580-94.7% | $134,532-96.9% |
| Participation rate | 68.4% | 75.0%-6.6pp | 69.5%-1.1pp | 81.2%-12.8pp |
| Annual return | -26.62% | -2.71%-23.9pp | 0.15%-26.8pp | 418.27%-444.9pp |
| Employer contribution / active EE | $1,179 | $3,129-62.3% | $2,413-51.1% | $4,741-75.1% |
| Participant deferral / active EE | $1,295 | $4,693-72.4% | $3,985-67.5% | $6,401-79.8% |
| Admin fee / account holder | $10 | $9,132-99.9% | $6,835-99.8% | $11,429-99.9% |