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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 | $6,649 | $88,707-92.5% | $74,184-91.0% | $273,972-97.6% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.6%-21.1pp | 83.0%-27.5pp |
| Annual return | -191.84% | 11.94%-203.8pp | 17.74%-209.6pp | 41.46%-233.3pp |
| Employer contribution / active EE | $630 | $3,159-80.0% | $2,370-73.4% | $4,869-87.1% |
| Participant deferral / active EE | $7,566 | $4,212+79.6% | $3,550+113.1% | $5,287+43.1% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |