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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 | $4,800 | $90,607-94.7% | $79,467-94.0% | $135,380-96.5% |
| Participation rate | 68.2% | 76.0%-7.9pp | 73.3%-5.2pp | 82.6%-14.5pp |
| Annual return | -11.69% | 977.74%-989.4pp | 718.30%-730.0pp | 519.81%-531.5pp |
| Employer contribution / active EE | $286 | $3,068-90.7% | $2,800-89.8% | $4,779-94.0% |
| Participant deferral / active EE | $1,317 | $4,050-67.5% | $3,704-64.4% | $5,609-76.5% |
| Admin fee / account holder | $16 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |