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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 | $9,453 | $87,016-89.1% | $63,244-85.1% | $125,388-92.5% |
| Participation rate | 33.3% | 77.1%-43.7pp | 71.0%-37.7pp | 83.2%-49.9pp |
| Annual return | -40.94% | 21.71%-62.7pp | -70.31%+29.4pp | 282.24%-323.2pp |
| Employer contribution / active EE | $1,012 | $3,601-71.9% | $2,322-56.4% | $4,866-79.2% |
| Participant deferral / active EE | $3,547 | $3,939-10.0% | $2,953+20.1% | $5,352-33.7% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |