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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 | $3,594 | $91,911-96.1% | $68,793-94.8% | $135,382-97.3% |
| Participation rate | 33.3% | 76.7%-43.4pp | 72.2%-38.9pp | 82.6%-49.3pp |
| Annual return | -303.02% | -8.22%-294.8pp | -4.63%-298.4pp | 519.77%-822.8pp |
| Employer contribution / active EE | $657 | $3,924-83.3% | $2,625-75.0% | $4,779-86.3% |
| Participant deferral / active EE | $819 | $4,315-81.0% | $3,311-75.3% | $5,609-85.4% |
| Admin fee / account holder | $9 | $9,240-99.9% | $5,131-99.8% | $10,829-99.9% |