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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 | $7,039 | $100,805-93.0% | $86,698-91.9% | $134,532-94.8% |
| Participation rate | 31.3% | 79.0%-47.7pp | 76.6%-45.3pp | 81.2%-50.0pp |
| Annual return | -51.57% | 29.09%-80.7pp | 35.95%-87.5pp | 418.27%-469.8pp |
| Employer contribution / active EE | $897 | $3,490-74.3% | $2,837-68.4% | $4,741-81.1% |
| Participant deferral / active EE | $1,972 | $5,339-63.1% | $4,656-57.7% | $6,401-69.2% |
| Admin fee / account holder | $17 | $10,925-99.8% | $7,493-99.8% | $11,429-99.9% |