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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 | $1,382 | $29,733-95.4% | $56,025-97.5% | $80,959-98.3% |
| Participation rate | 59.2% | 41.7%+17.5pp | 52.5%+6.7pp | 67.7%-8.5pp |
| Annual return | 7.67% | 35.28%-27.6pp | 1712.69%-1705.0pp | 35.67%-28.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $512 | $1,229-58.4% | $1,955-73.8% | $4,300-88.1% |
| Admin fee / account holder | $3 | $2,434-99.9% | $2,828-99.9% | $6,925-100.0% |