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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 | $5,720 | $84,518-93.2% | $67,704-91.6% | $125,389-95.4% |
| Participation rate | 54.5% | 74.8%-20.2pp | 67.5%-13.0pp | 83.2%-28.6pp |
| Annual return | -44.86% | 2.57%-47.4pp | 25.41%-70.3pp | 282.24%-327.1pp |
| Employer contribution / active EE | $438 | $3,292-86.7% | $2,559-82.9% | $4,866-91.0% |
| Participant deferral / active EE | $2,493 | $4,430-43.7% | $3,585-30.5% | $5,352-53.4% |
| Admin fee / account holder | $21 | $5,340-99.6% | $4,255-99.5% | $9,541-99.8% |