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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 | $10,916 | $45,152-75.8% | $73,845-85.2% | $59,632-81.7% |
| Participation rate | 56.8% | 64.0%-7.3pp | 73.4%-16.7pp | 68.7%-11.9pp |
| Annual return | -5.89% | 27.40%-33.3pp | 2267.91%-2273.8pp | 2041.32%-2047.2pp |
| Employer contribution / active EE | $1,301 | $1,902-31.6% | $2,788-53.3% | $2,203-40.9% |
| Participant deferral / active EE | $2,309 | $2,574-10.3% | $3,583-35.6% | $3,192-27.7% |
| Admin fee / account holder | $3 | $3,516-99.9% | $4,881-99.9% | $4,297-99.9% |