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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 | $11,980 | $75,962-84.2% | $154,111-92.2% | $64,173-81.3% |
| Participation rate | 40.5% | 70.4%-29.9pp | 83.0%-42.6pp | 69.6%-29.1pp |
| Annual return | -28.36% | 30.32%-58.7pp | 735.18%-763.5pp | 7.63%-36.0pp |
| Employer contribution / active EE | $1,682 | $3,350-49.8% | $5,298-68.3% | $2,381-29.4% |
| Participant deferral / active EE | $3,647 | $3,175+14.9% | $5,081-28.2% | $3,470+5.1% |
| Admin fee / account holder | $61 | $5,589-98.9% | $13,411-99.5% | $4,887-98.8% |