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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 | $13,621 | $55,449-75.4% | $83,850-83.8% | $56,287-75.8% |
| Participation rate | 53.5% | 68.0%-14.5pp | 76.1%-22.7pp | 69.9%-16.4pp |
| Annual return | -8.12% | -1.38%-6.7pp | 850.92%-859.0pp | -9.96%+1.8pp |
| Employer contribution / active EE | $798 | $2,430-67.2% | $3,631-78.0% | $2,111-62.2% |
| Participant deferral / active EE | $2,147 | $2,935-26.8% | $4,082-47.4% | $3,350-35.9% |
| Admin fee / account holder | $205 | $656-68.7% | $5,478-96.3% | $521-60.6% |