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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 | $4,683 | $54,355-91.4% | $82,744-94.3% | $68,486-93.2% |
| Participation rate | 44.8% | 63.9%-19.1pp | 72.6%-27.7pp | 67.9%-23.1pp |
| Annual return | -27.26% | -13.67%-13.6pp | 702.22%-729.5pp | -7.85%-19.4pp |
| Employer contribution / active EE | $595 | $2,219-73.2% | $3,008-80.2% | $2,597-77.1% |
| Participant deferral / active EE | $1,370 | $3,246-57.8% | $4,395-68.8% | $4,028-66.0% |
| Admin fee / account holder | $9 | $4,397-99.8% | $5,325-99.8% | $5,404-99.8% |