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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 | $6,475 | $45,566-85.8% | $64,105-89.9% | $59,633-89.1% |
| Participation rate | 49.2% | 60.2%-11.0pp | 68.2%-19.0pp | 68.7%-19.5pp |
| Annual return | -5.64% | 4.95%-10.6pp | 791.24%-796.9pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $779 | $934-16.6% | $1,820-57.2% | $2,203-64.6% |
| Participant deferral / active EE | $1,048 | $2,057-49.0% | $2,822-62.9% | $3,192-67.2% |
| Admin fee / account holder | $51 | $3,268-98.4% | $4,499-98.9% | $4,297-98.8% |