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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 | $5,775 | $53,596-89.2% | $90,657-93.6% | $64,173-91.0% |
| Participation rate | 41.2% | 64.5%-23.3pp | 74.0%-32.8pp | 69.6%-28.4pp |
| Annual return | -34.33% | 4.41%-38.7pp | 1.89%-36.2pp | 7.63%-42.0pp |
| Employer contribution / active EE | $792 | $1,503-47.3% | $2,532-68.7% | $2,381-66.7% |
| Participant deferral / active EE | $1,474 | $2,459-40.1% | $3,424-57.0% | $3,470-57.5% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |