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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 | $6,710 | $92,219-92.7% | $76,768-91.3% | $135,379-95.0% |
| Participation rate | 68.4% | 79.8%-11.3pp | 77.0%-8.5pp | 82.6%-14.2pp |
| Annual return | -13.17% | 5.46%-18.6pp | 2.43%-15.6pp | 519.79%-533.0pp |
| Employer contribution / active EE | $1,124 | $3,216-65.0% | $2,485-54.8% | $4,779-76.5% |
| Participant deferral / active EE | $1,599 | $4,508-64.5% | $3,852-58.5% | $5,609-71.5% |
| Admin fee / account holder | $50 | $10,749-99.5% | $6,675-99.3% | $10,828-99.5% |