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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 | $3,479 | $75,962-95.4% | $154,108-97.7% | $64,173-94.6% |
| Participation rate | 46.0% | 70.4%-24.4pp | 83.0%-37.0pp | 69.6%-23.5pp |
| Annual return | -24.67% | 30.32%-55.0pp | 735.21%-759.9pp | 7.63%-32.3pp |
| Employer contribution / active EE | $497 | $3,350-85.2% | $5,298-90.6% | $2,381-79.1% |
| Participant deferral / active EE | $1,106 | $3,175-65.2% | $5,081-78.2% | $3,470-68.1% |
| Admin fee / account holder | $147 | $5,589-97.4% | $13,411-98.9% | $4,887-97.0% |