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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 | $6,335 | $69,518-90.9% | $59,887-89.4% | $135,379-95.3% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.7%-51.6pp | 82.6%-59.6pp |
| Annual return | -33.39% | 7.95%-41.3pp | 3.46%-36.9pp | 519.79%-553.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,985 | $4,204-52.8% | $3,402-41.6% | $5,609-64.6% |
| Admin fee / account holder | $18 | $5,734-99.7% | $3,591-99.5% | $10,828-99.8% |