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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 | $5,634 | $43,730-87.1% | $121,220-95.4% | $64,173-91.2% |
| Participation rate | 49.0% | 58.3%-9.4pp | 71.8%-22.8pp | 69.6%-20.6pp |
| Annual return | -18.11% | 68.94%-87.1pp | 16.94%-35.0pp | 7.63%-25.7pp |
| Employer contribution / active EE | $481 | $1,297-62.9% | $4,023-88.1% | $2,381-79.8% |
| Participant deferral / active EE | $1,351 | $2,281-40.8% | $3,345-59.6% | $3,470-61.1% |
| Admin fee / account holder | $210 | $3,502-94.0% | $5,021-95.8% | $4,887-95.7% |