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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 | $10,015 | $75,959-86.8% | $154,114-93.5% | $64,181-84.4% |
| Participation rate | 34.9% | 70.4%-35.5pp | 83.0%-48.2pp | 69.6%-34.7pp |
| Annual return | -19.21% | 30.32%-49.5pp | 735.16%-754.4pp | 7.63%-26.8pp |
| Employer contribution / active EE | $651 | $3,350-80.6% | $5,298-87.7% | $2,381-72.7% |
| Participant deferral / active EE | $1,292 | $3,175-59.3% | $5,081-74.6% | $3,470-62.8% |
| Admin fee / account holder | $300 | $5,589-94.6% | $13,411-97.8% | $4,887-93.9% |