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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 | $5,102 | $88,603-94.2% | $69,890-92.7% | $134,545-96.2% |
| Participation rate | 41.7% | 74.9%-33.3pp | 70.5%-28.8pp | 81.2%-39.6pp |
| Annual return | -27.60% | 442.93%-470.5pp | 190.84%-218.4pp | 418.37%-446.0pp |
| Employer contribution / active EE | $656 | $3,236-79.7% | $2,560-74.4% | $4,742-86.2% |
| Participant deferral / active EE | $1,071 | $4,771-77.6% | $3,848-72.2% | $6,401-83.3% |
| Admin fee / account holder | $225 | $10,443-97.8% | $6,267-96.4% | $11,431-98.0% |