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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 | $4,596 | $57,352-92.0% | $83,830-94.5% | $64,173-92.8% |
| Participation rate | 43.3% | 68.6%-25.3pp | 76.1%-32.8pp | 69.6%-26.2pp |
| Annual return | -20.45% | 11.38%-31.8pp | 850.97%-871.4pp | 7.63%-28.1pp |
| Employer contribution / active EE | $813 | $2,546-68.1% | $3,631-77.6% | $2,381-65.9% |
| Participant deferral / active EE | $2,141 | $2,993-28.5% | $4,082-47.5% | $3,470-38.3% |
| Admin fee / account holder | $287 | $4,046-92.9% | $5,479-94.8% | $4,887-94.1% |