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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 | $6,731 | $49,177-86.3% | $79,466-91.5% | $64,173-89.5% |
| Participation rate | 36.9% | 65.0%-28.1pp | 73.3%-36.4pp | 69.6%-32.7pp |
| Annual return | -16.58% | -1.16%-15.4pp | 718.28%-734.9pp | 7.63%-24.2pp |
| Employer contribution / active EE | $616 | $2,076-70.3% | $2,800-78.0% | $2,381-74.1% |
| Participant deferral / active EE | $1,154 | $2,821-59.1% | $3,704-68.8% | $3,470-66.7% |
| Admin fee / account holder | $216 | $3,839-94.4% | $5,104-95.8% | $4,887-95.6% |