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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 | $3,111 | $58,258-94.7% | $81,820-96.2% | $80,925-96.2% |
| Participation rate | 67.7% | 63.5%+4.3pp | 72.4%-4.6pp | 67.7%+0.1pp |
| Annual return | 10.43% | 41.76%-31.3pp | 777.93%-767.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $886 | $3,284-73.0% | $4,323-79.5% | $4,299-79.4% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |