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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 | $1,326 | $29,733-95.5% | $56,025-97.6% | $80,959-98.4% |
| Participation rate | 65.6% | 41.7%+23.9pp | 52.5%+13.1pp | 67.7%-2.1pp |
| Annual return | 9.02% | 35.28%-26.3pp | 1712.69%-1703.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $285 | $1,229-76.8% | $1,955-85.4% | $4,300-93.4% |
| Admin fee / account holder | $74 | $2,434-97.0% | $2,828-97.4% | $6,925-98.9% |