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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 | $3,673 | $211,946-98.3% | $169,452-97.8% | $135,380-97.3% |
| Participation rate | 42.9% | 82.6%-39.8pp | 77.8%-34.9pp | 82.6%-39.8pp |
| Annual return | -254.93% | 3.26%-258.2pp | 1.83%-256.8pp | 519.81%-774.7pp |
| Employer contribution / active EE | $583 | $5,117-88.6% | $4,157-86.0% | $4,779-87.8% |
| Participant deferral / active EE | $1,155 | $6,075-81.0% | $5,277-78.1% | $5,609-79.4% |
| Admin fee / account holder | $191 | $11,472-98.3% | $9,110-97.9% | $10,828-98.2% |