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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 | $5,869 | $106,551-94.5% | $91,225-93.6% | $134,532-95.6% |
| Participation rate | 56.3% | 76.8%-20.6pp | 73.2%-16.9pp | 81.2%-25.0pp |
| Annual return | -24.07% | 160.78%-184.8pp | 114.12%-138.2pp | 418.27%-442.3pp |
| Employer contribution / active EE | $604 | $3,331-81.9% | $2,851-78.8% | $4,741-87.3% |
| Participant deferral / active EE | $1,341 | $4,718-71.6% | $4,233-68.3% | $6,401-79.0% |
| Admin fee / account holder | $146 | $6,234-97.7% | $5,422-97.3% | $11,429-98.7% |