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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 | $7,921 | $95,188-91.7% | $76,518-89.6% | $135,379-94.1% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | -10.52% | 4.85%-15.4pp | -0.27%-10.2pp | 519.79%-530.3pp |
| Employer contribution / active EE | $806 | $3,303-75.6% | $2,647-69.6% | $4,779-83.1% |
| Participant deferral / active EE | $1,756 | $4,640-62.1% | $3,836-54.2% | $5,609-68.7% |
| Admin fee / account holder | $191 | $6,249-97.0% | $4,849-96.1% | $10,828-98.2% |