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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 | $7,071 | $57,352-87.7% | $83,830-91.6% | $64,173-89.0% |
| Participation rate | 56.4% | 68.6%-12.2pp | 76.1%-19.8pp | 69.6%-13.2pp |
| Annual return | -14.14% | 11.38%-25.5pp | 850.97%-865.1pp | 7.63%-21.8pp |
| Employer contribution / active EE | $948 | $2,546-62.8% | $3,631-73.9% | $2,381-60.2% |
| Participant deferral / active EE | $1,393 | $2,993-53.4% | $4,082-65.9% | $3,470-59.8% |
| Admin fee / account holder | $217 | $4,046-94.6% | $5,479-96.0% | $4,887-95.6% |