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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 | $5,915 | $69,518-91.5% | $59,887-90.1% | $135,379-95.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -193.42% | 7.95%-201.4pp | 3.46%-196.9pp | 519.79%-713.2pp |
| Employer contribution / active EE | $1,745 | $3,235-46.1% | $2,722-35.9% | $4,779-63.5% |
| Participant deferral / active EE | $4,353 | $4,204+3.5% | $3,402+27.9% | $5,609-22.4% |
| Admin fee / account holder | $11 | $5,734-99.8% | $3,591-99.7% | $10,828-99.9% |