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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 | $1,887 | $27,632-93.2% | $61,399-96.9% | $68,495-97.2% |
| Participation rate | 58.5% | 39.5%+19.0pp | 52.6%+6.0pp | 67.9%-9.4pp |
| Annual return | -42.05% | -13.24%-28.8pp | 338.81%-380.9pp | -7.84%-34.2pp |
| Employer contribution / active EE | $408 | $696-41.4% | $1,159-64.8% | $2,596-84.3% |
| Participant deferral / active EE | $664 | $1,264-47.4% | $2,124-68.7% | $4,028-83.5% |
| Admin fee / account holder | $51 | $2,010-97.4% | $2,131-97.6% | $5,403-99.1% |