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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 | $10,354 | $45,566-77.3% | $64,105-83.8% | $59,633-82.6% |
| Participation rate | 40.0% | 60.2%-20.2pp | 68.2%-28.2pp | 68.7%-28.7pp |
| Annual return | -4.25% | 4.95%-9.2pp | 791.24%-795.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $901 | $934-3.5% | $1,820-50.5% | $2,203-59.1% |
| Participant deferral / active EE | $2,383 | $2,057+15.9% | $2,822-15.5% | $3,192-25.3% |
| Admin fee / account holder | $6 | $3,268-99.8% | $4,499-99.9% | $4,297-99.9% |