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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 | $5,112 | $54,355-90.6% | $82,744-93.8% | $68,486-92.5% |
| Participation rate | 30.5% | 63.9%-33.4pp | 72.6%-42.1pp | 67.9%-37.4pp |
| Annual return | -29.61% | -13.67%-15.9pp | 702.22%-731.8pp | -7.85%-21.8pp |
| Employer contribution / active EE | $563 | $2,219-74.6% | $3,008-81.3% | $2,597-78.3% |
| Participant deferral / active EE | $1,182 | $3,246-63.6% | $4,395-73.1% | $4,028-70.7% |
| Admin fee / account holder | $111 | $4,397-97.5% | $5,325-97.9% | $5,404-98.0% |