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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 | $17,261 | $138,075-87.5% | $123,552-86.0% | $135,379-87.3% |
| Participation rate | 46.2% | 84.7%-38.6pp | 82.3%-36.1pp | 82.6%-36.5pp |
| Annual return | -15.51% | 153.70%-169.2pp | 119.20%-134.7pp | 519.79%-535.3pp |
| Employer contribution / active EE | $1,010 | $5,152-80.4% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $3,439 | $6,800-49.4% | $6,426-46.5% | $5,609-38.7% |
| Admin fee / account holder | $193 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |