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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 | $10,194 | $39,798-74.4% | $67,704-84.9% | $59,633-82.9% |
| Participation rate | 23.8% | 57.4%-33.5pp | 67.5%-43.7pp | 68.7%-44.9pp |
| Annual return | -5.93% | 89.94%-95.9pp | 25.41%-31.3pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $240 | $1,393-82.8% | $2,559-90.6% | $2,203-89.1% |
| Participant deferral / active EE | $869 | $2,335-62.8% | $3,585-75.8% | $3,192-72.8% |
| Admin fee / account holder | $293 | $3,212-90.9% | $4,255-93.1% | $4,297-93.2% |