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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 | $16,070 | $57,352-72.0% | $83,830-80.8% | $64,173-75.0% |
| Participation rate | 30.4% | 68.6%-38.2pp | 76.1%-45.8pp | 69.6%-39.2pp |
| Annual return | -16.20% | 11.38%-27.6pp | 850.97%-867.2pp | 7.63%-23.8pp |
| Employer contribution / active EE | $875 | $2,546-65.6% | $3,631-75.9% | $2,381-63.2% |
| Participant deferral / active EE | $1,724 | $2,993-42.4% | $4,082-57.8% | $3,470-50.3% |
| Admin fee / account holder | $50 | $4,046-98.8% | $5,479-99.1% | $4,887-99.0% |