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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 | $2,193 | $152,542-98.6% | $117,498-98.1% | $134,509-98.4% |
| Participation rate | 30.4% | 77.1%-46.7pp | 70.6%-40.2pp | 81.2%-50.8pp |
| Annual return | -27.72% | 53.02%-80.7pp | 29.75%-57.5pp | 418.13%-445.9pp |
| Employer contribution / active EE | $262 | $5,574-95.3% | $4,178-93.7% | $4,741-94.5% |
| Participant deferral / active EE | $262 | $4,819-94.6% | $4,071-93.6% | $6,400-95.9% |
| Admin fee / account holder | $208 | $7,006-97.0% | $5,646-96.3% | $11,427-98.2% |