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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 | $4,823 | $32,117-85.0% | $71,086-93.2% | $64,173-92.5% |
| Participation rate | 58.9% | 42.7%+16.2pp | 54.7%+4.3pp | 69.6%-10.7pp |
| Annual return | -13.13% | -5.57%-7.6pp | 650.59%-663.7pp | 7.63%-20.8pp |
| Employer contribution / active EE | $783 | $712+9.9% | $1,088-28.0% | $2,381-67.1% |
| Participant deferral / active EE | $1,211 | $1,263-4.1% | $1,874-35.4% | $3,470-65.1% |
| Admin fee / account holder | $149 | $2,759-94.6% | $3,082-95.2% | $4,887-96.9% |