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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 | $1,882 | $95,188-98.0% | $76,518-97.5% | $135,379-98.6% |
| Participation rate | 56.3% | 74.4%-18.1pp | 68.0%-11.7pp | 82.6%-26.4pp |
| Annual return | -34.25% | 4.85%-39.1pp | -0.27%-34.0pp | 519.79%-554.0pp |
| Employer contribution / active EE | $471 | $3,303-85.7% | $2,647-82.2% | $4,779-90.1% |
| Participant deferral / active EE | $2,628 | $4,640-43.4% | $3,836-31.5% | $5,609-53.2% |
| Admin fee / account holder | $107 | $6,249-98.3% | $4,849-97.8% | $10,828-99.0% |