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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 | $4,016 | $105,866-96.2% | $90,766-95.6% | $134,545-97.0% |
| Participation rate | 60.0% | 78.3%-18.3pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -62.43% | -10.99%-51.4pp | -12.16%-50.3pp | 418.37%-480.8pp |
| Employer contribution / active EE | $1,130 | $3,464-67.4% | $2,922-61.3% | $4,742-76.2% |
| Participant deferral / active EE | $1,736 | $5,217-66.7% | $4,565-62.0% | $6,401-72.9% |
| Admin fee / account holder | $223 | $13,938-98.4% | $8,446-97.4% | $11,431-98.1% |