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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 | $4,173 | $75,962-94.5% | $154,108-97.3% | $64,173-93.5% |
| Participation rate | 40.0% | 70.4%-30.4pp | 83.0%-43.0pp | 69.6%-29.6pp |
| Annual return | -359.98% | 30.32%-390.3pp | 735.21%-1095.2pp | 7.63%-367.6pp |
| Employer contribution / active EE | $645 | $3,350-80.7% | $5,298-87.8% | $2,381-72.9% |
| Participant deferral / active EE | $1,447 | $3,175-54.4% | $5,081-71.5% | $3,470-58.3% |
| Admin fee / account holder | $8 | $5,589-99.9% | $13,411-99.9% | $4,887-99.8% |