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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 | $2,509 | $95,193-97.4% | $76,523-96.7% | $135,382-98.1% |
| Participation rate | 45.5% | 74.4%-28.9pp | 68.0%-22.5pp | 82.6%-37.2pp |
| Annual return | -14.23% | 4.85%-19.1pp | -0.27%-14.0pp | 519.77%-534.0pp |
| Employer contribution / active EE | $261 | $3,302-92.1% | $2,647-90.1% | $4,779-94.5% |
| Participant deferral / active EE | $586 | $4,639-87.4% | $3,835-84.7% | $5,609-89.5% |
| Admin fee / account holder | $5 | $6,249-99.9% | $4,848-99.9% | $10,829-99.9% |