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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 | $6,963 | $48,274-85.6% | $63,517-89.0% | $59,632-88.3% |
| Participation rate | 24.0% | 66.3%-42.3pp | 71.0%-47.0pp | 68.7%-44.7pp |
| Annual return | -12.34% | -240.79%+228.4pp | -70.30%+58.0pp | 2041.32%-2053.7pp |
| Employer contribution / active EE | $348 | $1,586-78.0% | $2,322-85.0% | $2,203-84.2% |
| Participant deferral / active EE | $1,109 | $2,343-52.7% | $2,953-62.5% | $3,192-65.3% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,892-100.0% | $4,297-100.0% |