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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 | $11,253 | $68,996-83.7% | $159,991-93.0% | $68,495-83.6% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 67.9%-34.6pp |
| Annual return | -25.92% | -9.65%-16.3pp | 408.82%-434.7pp | -7.84%-18.1pp |
| Employer contribution / active EE | $710 | $2,212-67.9% | $4,225-83.2% | $2,596-72.7% |
| Participant deferral / active EE | $2,053 | $4,211-51.3% | $6,183-66.8% | $4,028-49.0% |
| Admin fee / account holder | $151 | $4,797-96.8% | $8,715-98.3% | $5,403-97.2% |