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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 | $5,964 | $58,275-89.8% | $81,844-92.7% | $80,935-92.6% |
| Participation rate | 63.6% | 63.5%+0.2pp | 72.4%-8.7pp | 67.7%-4.0pp |
| Annual return | 7.39% | 41.82%-34.4pp | 778.87%-771.5pp | 35.66%-28.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,243 | $3,285-62.2% | $4,323-71.2% | $4,299-71.1% |
| Admin fee / account holder | $290 | $4,749-93.9% | $7,355-96.1% | $6,924-95.8% |