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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 | $8,215 | $54,355-84.9% | $82,744-90.1% | $68,486-88.0% |
| Participation rate | 29.5% | 63.9%-34.4pp | 72.6%-43.0pp | 67.9%-38.3pp |
| Annual return | -20.94% | -13.67%-7.3pp | 702.22%-723.2pp | -7.85%-13.1pp |
| Employer contribution / active EE | $602 | $2,219-72.9% | $3,008-80.0% | $2,597-76.8% |
| Participant deferral / active EE | $1,362 | $3,246-58.1% | $4,395-69.0% | $4,028-66.2% |
| Admin fee / account holder | $28 | $4,397-99.4% | $5,325-99.5% | $5,404-99.5% |