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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 | $13,273 | $45,566-70.9% | $64,105-79.3% | $59,633-77.7% |
| Participation rate | 38.8% | 60.2%-21.4pp | 68.2%-29.4pp | 68.7%-29.9pp |
| Annual return | -4.01% | 4.95%-9.0pp | 791.24%-795.3pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $299 | $934-68.0% | $1,820-83.6% | $2,203-86.4% |
| Participant deferral / active EE | $1,089 | $2,057-47.1% | $2,822-61.4% | $3,192-65.9% |
| Admin fee / account holder | $118 | $3,268-96.4% | $4,499-97.4% | $4,297-97.3% |