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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 | $10,949 | $100,805-89.1% | $86,698-87.4% | $134,532-91.9% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -35.65% | 29.09%-64.7pp | 35.95%-71.6pp | 418.27%-453.9pp |
| Employer contribution / active EE | $1,116 | $3,490-68.0% | $2,837-60.7% | $4,741-76.5% |
| Participant deferral / active EE | $3,772 | $5,339-29.4% | $4,656-19.0% | $6,401-41.1% |
| Admin fee / account holder | $123 | $10,925-98.9% | $7,493-98.4% | $11,429-98.9% |