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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 | $8,203 | $133,998-93.9% | $112,263-92.7% | $134,545-93.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -21.93% | 47.17%-69.1pp | 27.49%-49.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,078 | $4,040-73.3% | $3,636-70.4% | $4,742-77.3% |
| Participant deferral / active EE | $2,316 | $5,292-56.2% | $4,729-51.0% | $6,401-63.8% |
| Admin fee / account holder | $50 | $7,493-99.3% | $6,410-99.2% | $11,431-99.6% |