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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 | $7,726 | $69,541-88.9% | $59,899-87.1% | $135,380-94.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -19.50% | 7.95%-27.4pp | 3.46%-23.0pp | 519.81%-539.3pp |
| Employer contribution / active EE | $432 | $3,236-86.7% | $2,723-84.1% | $4,779-91.0% |
| Participant deferral / active EE | $3,113 | $4,206-26.0% | $3,402-8.5% | $5,609-44.5% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |