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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 | $2,706 | $91,911-97.1% | $68,612-96.1% | $135,379-98.0% |
| Participation rate | 62.5% | 76.7%-14.2pp | 72.2%-9.7pp | 82.6%-20.1pp |
| Annual return | -43.09% | -8.22%-34.9pp | -4.63%-38.5pp | 519.79%-562.9pp |
| Employer contribution / active EE | $768 | $3,924-80.4% | $2,625-70.7% | $4,779-83.9% |
| Participant deferral / active EE | $1,289 | $4,315-70.1% | $3,311-61.1% | $5,609-77.0% |
| Admin fee / account holder | $14 | $9,240-99.8% | $5,131-99.7% | $10,828-99.9% |