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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 | $6,287 | $75,832-91.7% | $147,617-95.7% | $59,633-89.5% |
| Participation rate | 34.5% | 71.6%-37.1pp | 84.6%-50.1pp | 68.7%-34.2pp |
| Annual return | -12.13% | 0.37%-12.5pp | 61.98%-74.1pp | 2041.45%-2053.6pp |
| Employer contribution / active EE | $630 | $3,485-81.9% | $5,564-88.7% | $2,203-71.4% |
| Participant deferral / active EE | $995 | $3,131-68.2% | $4,895-79.7% | $3,192-68.8% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |